MAI Capital Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

MAI Capital Management’s Portfolio PFFA Stock Details PFFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-223	Closed	-$4.55K	–	3966
2026 Q1	$4.55K	Buy	223 +5	+2%	+$107	﹤0.01%	3565
2025 Q4	$4.7K	Buy	218 +2	+0.9%	+$43	﹤0.01%	3141
2025 Q3	$4.7K	Buy	216 +3	+1%	+$65	﹤0.01%	3043
2025 Q2	$4.44K	Sell	213 -1,995	-90%	-$41K	﹤0.01%	3104
2025 Q1	$46.8K	Buy	2,208 +5	+0.2%	+$110	﹤0.01%	1781
2024 Q4	$48.2K	Buy	+2,203	New	+$49.8K	﹤0.01%	1783

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MAI Capital Management's PFFA Position: Q2 2026 in Review

MAI Capital Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026, closing a stake of 223 shares — an estimated $4.55K sold.

MAI Capital Management first reported a position in PFFA in Q4 2024 and held it in 6 quarters. The position peaked at $48.2K in Q4 2024. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

MAI Capital Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 223 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $4.55K.
MAI Capital Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Virtus InfraCap US Preferred Stock ETF position peaked at $48.2K in Q4 2024.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.