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

Navis 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
Q1 		– Sell
-61,763
Closed -$1.33M – 200
2025
Q4 		$1.33M Buy
+61,763
New +$1.33M 0.56% 39

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Navis Wealth Advisors's PFFA Position: Q1 2026 in Review

Navis Wealth Advisors sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2026, closing a stake of 61,763 shares — an estimated $1.33M sold.

Navis Wealth Advisors first reported a position in PFFA in Q4 2025 and held it in 1 quarter. The position peaked at $1.33M in Q4 2025. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

  • Navis Wealth Advisors reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 61,763 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $1.33M.
  • Navis Wealth Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2025 and held it in 1 quarter.
  • Navis Wealth Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $1.33M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.