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Merkkuri Wealth Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Merkkuri Wealth 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
2026
Q2 		– Sell
-105
Closed -$2.14K – 270
2026
Q1 		$2.14K Buy
+105
New +$2.25K ﹤0.01% 313

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Merkkuri Wealth Advisors's PFFA Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026, closing a stake of 105 shares — an estimated $2.14K sold.

Merkkuri Wealth Advisors first reported a position in PFFA in Q1 2026 and held it in 1 quarter. The position peaked at $2.14K in Q1 2026. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 105 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $2.14K.
  • Merkkuri Wealth Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $2.14K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.