NS
PFFR icon

NBC Securities’s InfraCap REIT Preferred ETF PFFR Stock Holding History

NBC Securities’s Portfolio PFFR Stock Details PFFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-898
Closed -$16K – 2522
2025
Q1 		$16K Buy
+898
New +$16.7K ﹤0.01% 1583
2024
Q4 		– Sell
-898
Closed -$17K – 1843
2024
Q3 		$17K Buy
898
+17
+2% +$321 ﹤0.01% 1561
2024
Q2 		$16K Buy
881
+17
+2% +$310 ﹤0.01% 1534
2024
Q1 		$16K Buy
864
+17
+2% +$318 ﹤0.01% 1534
2023
Q4 		$15K Buy
847
+16
+2% +$277 ﹤0.01% 1582
2023
Q3 		$14K Buy
+831
New +$14.5K ﹤0.01% 1598

Other funds holding PFFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NBC Securities's PFFR Position: Q2 2025 in Review

NBC Securities sold out of InfraCap REIT Preferred ETF (PFFR) in Q2 2025, closing a stake of 898 shares — an estimated $16K sold.

NBC Securities first reported a position in PFFR in Q3 2023 and held it in 6 quarters. The position peaked at $17K in Q3 2024. 26 funds tracked by Wall St. Rank hold PFFR as of Q2 2025.

  • NBC Securities reported no remaining InfraCap REIT Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • NBC Securities sold 898 InfraCap REIT Preferred ETF shares in Q2 2025, an estimated $16K.
  • NBC Securities first reported a position in InfraCap REIT Preferred ETF in Q3 2023 and held it in 6 quarters.
  • NBC Securities's InfraCap REIT Preferred ETF position peaked at $17K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2025.

Based on NBC Securities's 13F filing for Q2 2025, filed 8 Jul 2025.