Newbridge Financial Services Group’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Newbridge Financial Services Group’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	$2.14M	Buy	104,145 +778	+0.8%	+$16.6K	0.27%	78
2026 Q1	$2.1M	Buy	103,367 +1,083	+1%	+$23.3K	0.35%	63
2025 Q4	$2.2M	Buy	102,284 +6,850	+7%	+$148K	0.34%	63
2025 Q3	$2.07M	Buy	95,434 +5,810	+6%	+$126K	0.31%	68
2025 Q2	$1.87M	Sell	89,624 -2,455	-3%	-$50.4K	0.3%	68
2025 Q1	$1.95M	Buy	92,079 +17,760	+24%	+$390K	0.47%	47
2024 Q4	$1.63M	Buy	74,319 +18,571	+33%	+$420K	0.42%	52
2024 Q3	$1.27M	Buy	+55,748	New	+$1.22M	0.45%	54

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

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

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

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

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

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Newbridge Financial Services Group's PFFA Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 0.75% in Q2 2026, buying an estimated $16.6K and bringing the position to 104,145 shares worth $2.14M. The position accounts for 0.27% of the portfolio, ranked #78.

Newbridge Financial Services Group first reported a position in PFFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.2M in Q4 2025. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Newbridge Financial Services Group held 104,145 shares of Virtus InfraCap US Preferred Stock ETF worth $2.14M as of Q2 2026.
Newbridge Financial Services Group bought 778 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $16.6K.
Virtus InfraCap US Preferred Stock ETF made up 0.27% of Newbridge Financial Services Group's portfolio in Q2 2026, its #78 holding.
Newbridge Financial Services Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2024 and has held it in 8 quarters since.
Newbridge Financial Services Group's Virtus InfraCap US Preferred Stock ETF position peaked at $2.2M in Q4 2025.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.