NA
PFFR icon

NewEdge Advisors’s InfraCap REIT Preferred ETF PFFR Stock Holding History

NewEdge Advisors’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
2023
Q1 		– Sell
-2,166
Closed -$36.3K – 3941
2022
Q4 		$36.3K Buy
+2,166
New +$36.6K ﹤0.01% 1860

Other funds holding PFFR

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
FW
FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NewEdge Advisors's PFFR Position: Q1 2023 in Review

NewEdge Advisors sold out of InfraCap REIT Preferred ETF (PFFR) in Q1 2023, closing a stake of 2,166 shares — an estimated $36.3K sold.

NewEdge Advisors first reported a position in PFFR in Q4 2022 and held it in 1 quarter. The position peaked at $36.3K in Q4 2022. 19 funds tracked by Wall St. Rank hold PFFR as of Q1 2023.

  • NewEdge Advisors reported no remaining InfraCap REIT Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 2,166 InfraCap REIT Preferred ETF shares in Q1 2023, an estimated $36.3K.
  • NewEdge Advisors first reported a position in InfraCap REIT Preferred ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's InfraCap REIT Preferred ETF position peaked at $36.3K in Q4 2022.
  • 19 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.