OneDigital Investment Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

OneDigital Investment 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
2025 Q2	–	Sell	-10,542	Closed	-$224K	–	1502
2025 Q1	$224K	Buy	+10,542	New	+$231K	﹤0.01%	1281
2023 Q2	–	Sell	-10,174	Closed	-$197K	–	1041
2023 Q1	$197K	Sell	10,174 -3,487	-26%	-$69.9K	﹤0.01%	918
2022 Q4	$248K	Hold	13,661	–	–	0.01%	718
2022 Q3	$260K	Hold	13,661	–	–	0.01%	636
2022 Q2	$288K	Sell	13,661 -109	-0.8%	-$2.45K	0.01%	566
2022 Q1	$332K	Buy	13,770 +958	+7%	+$23K	0.01%	568
2021 Q4	$322K	Sell	12,812 -638	-5%	-$15.9K	0.01%	579
2021 Q3	$335K	Sell	13,450 -8,045	-37%	-$203K	0.01%	546
2021 Q2	$540K	Buy	21,495 +1,019	+5%	+$25K	0.02%	391
2021 Q1	$493K	Hold	20,476	–	–	0.02%	381
2020 Q4	$451K	Sell	20,476 -350	-2%	-$7.26K	0.02%	377
2020 Q3	$401K	Hold	20,826	–	–	0.03%	350
2020 Q2	$373K	Buy	20,826 +395	+2%	+$6.64K	0.03%	381
2020 Q1	$260K	Buy	+20,431	New	+$469K	0.02%	407

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

OneDigital Investment Advisors's PFFA Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2025, closing a stake of 10,542 shares — an estimated $224K sold.

OneDigital Investment Advisors first reported a position in PFFA in Q1 2020 and held it in 14 quarters. The position peaked at $540K in Q2 2021. 151 funds tracked by Wall St. Rank hold PFFA as of Q2 2025.

OneDigital Investment Advisors reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 10,542 Virtus InfraCap US Preferred Stock ETF shares in Q2 2025, an estimated $224K.
OneDigital Investment Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2020 and held it in 14 quarters.
OneDigital Investment Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $540K in Q2 2021.
151 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.