Merit Financial Group
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Merit Financial Group’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Merit Financial Group’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
Q3 		$2.3M Sell
116,350
-1,664
-1% -$34.5K 0.01% 749
2026
Q2 		$2.43M Buy
+118,014
New +$2.51M 0.01% 672

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Merit Financial Group's PFFA Position: Q3 2026 in Review

Merit Financial Group reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 1.4% in Q3 2026, selling an estimated $34.5K and leaving 116,350 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #749.

Merit Financial Group first reported a position in PFFA in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.43M in Q2 2026. 140 funds tracked by Wall St. Rank hold PFFA as of Q3 2026.

  • Merit Financial Group held 116,350 shares of Virtus InfraCap US Preferred Stock ETF worth $2.3M as of Q3 2026.
  • Merit Financial Group sold 1,664 Virtus InfraCap US Preferred Stock ETF shares in Q3 2026, an estimated $34.5K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #749 holding.
  • Merit Financial Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2026 and has held it in 2 quarters since.
  • Merit Financial Group's Virtus InfraCap US Preferred Stock ETF position peaked at $2.43M in Q2 2026.
  • 140 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.