McClarren Financial Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

McClarren Financial Advisors’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
2023 Q3	–	Sell	-216	Closed	-$4K	–	382
2023 Q2	$4K	Buy	216 +6	+3%	+$113	﹤0.01%	290
2023 Q1	$4K	Buy	210 +5	+2%	+$100	﹤0.01%	277
2022 Q4	$3K	Buy	+205	New	+$3.87K	﹤0.01%	291

Other funds holding PFFA

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

McClarren Financial Advisors's PFFA Position: Q3 2023 in Review

McClarren Financial Advisors sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q3 2023, closing a stake of 216 shares — an estimated $4K sold.

McClarren Financial Advisors first reported a position in PFFA in Q4 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2023. 74 funds tracked by Wall St. Rank hold PFFA as of Q3 2023.

McClarren Financial Advisors reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q3 2023 after selling out during the quarter.
McClarren Financial Advisors sold 216 Virtus InfraCap US Preferred Stock ETF shares in Q3 2023, an estimated $4K.
McClarren Financial Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2022 and held it in 3 quarters.
McClarren Financial Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $4K in Q2 2023.
74 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2023.

Based on McClarren Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.