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

McElhenny Sheffield 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
2023
Q1 		– Sell
-300
Closed -$5.44K – 464
2022
Q4 		$5.44K Buy
+300
New +$5.66K ﹤0.01% 390

Other funds holding PFFA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
NA
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

McElhenny Sheffield Capital Management's PFFA Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2023, closing a stake of 300 shares — an estimated $5.44K sold.

McElhenny Sheffield Capital Management first reported a position in PFFA in Q4 2022 and held it in 1 quarter. The position peaked at $5.44K in Q4 2022. 71 funds tracked by Wall St. Rank hold PFFA as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 300 Virtus InfraCap US Preferred Stock ETF shares in Q1 2023, an estimated $5.44K.
  • McElhenny Sheffield Capital Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Virtus InfraCap US Preferred Stock ETF position peaked at $5.44K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.