MA
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Montag & Associates’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Montag & Associates’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 		– Sell
-4,054
Closed -$88K – 1108
2025
Q3 		$88K Hold
4,054
– – ﹤0.01% 507
2025
Q2 		$84.4K Hold
4,054
– – ﹤0.01% 504
2025
Q1 		$86K Hold
4,054
– – ﹤0.01% 520
2024
Q4 		$88.8K Hold
4,054
– – ﹤0.01% 512
2024
Q3 		$92.6K Hold
4,054
– – ﹤0.01% 513
2024
Q2 		$85.3K Hold
4,054
– – ﹤0.01% 511
2024
Q1 		$84.9K Hold
4,054
– – ﹤0.01% 510
2023
Q4 		$84K Buy
+4,054
New +$77.9K ﹤0.01% 490

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return