MGB Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

MGB Wealth 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
2025 Q4	$370K	Buy	+17,170	New	+$371K	0.11%	159

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

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

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

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

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

MGB Wealth Management's PFFA Position: Q4 2025 in Review

MGB Wealth Management opened a new position in Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2025: 17,170 shares worth $370K. The stake represents 0.11% of the portfolio and ranks #159 among its holdings.

182 funds tracked by Wall St. Rank hold PFFA as of Q4 2025.

MGB Wealth Management held 17,170 shares of Virtus InfraCap US Preferred Stock ETF worth $370K as of Q4 2025.
Virtus InfraCap US Preferred Stock ETF was a new MGB Wealth Management position in Q4 2025.
Virtus InfraCap US Preferred Stock ETF made up 0.11% of MGB Wealth Management's portfolio in Q4 2025, its #159 holding.
182 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.