ORBA Wealth Advisors’s Northern Trust STOXX Global Broad Infrastructure ETF NFRA Stock Holding History

ORBA Wealth Advisors’s Portfolio NFRA Stock Details NFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$209K	Sell	3,265 -1,435	-31%	-$93.7K	0.18%	84
2026 Q1	$301K	Sell	4,700 -90	-2%	-$5.71K	0.36%	57
2025 Q4	$290K	Sell	4,790 -425	-8%	-$26.6K	0.25%	64
2025 Q3	$328K	Hold	5,215	–	–	0.27%	64
2025 Q2	$323K	Sell	5,215 -2,921	-36%	-$174K	0.29%	59
2025 Q1	$469K	Hold	8,136	–	–	0.24%	67
2024 Q4	$441K	Sell	8,136 -734	-8%	-$42.2K	0.23%	69
2024 Q3	$527K	Sell	8,870 -175	-2%	-$9.91K	0.27%	63
2024 Q2	$481K	Sell	9,045 -139	-2%	-$7.43K	0.25%	65
2024 Q1	$501K	Sell	9,184 -429	-4%	-$22.9K	0.28%	57
2023 Q4	$514K	Buy	+9,613	New	+$481K	0.31%	48

Other funds holding NFRA

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

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

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

ORBA Wealth Advisors's NFRA Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its Northern Trust STOXX Global Broad Infrastructure ETF (NFRA) stake by 31% in Q2 2026, selling an estimated $93.7K and leaving 3,265 shares worth $209K. The position accounts for 0.18% of the portfolio, ranked #84.

ORBA Wealth Advisors first reported a position in NFRA in Q4 2023 and has held it in 11 quarters since. The position peaked at $527K in Q3 2024. 143 funds tracked by Wall St. Rank hold NFRA as of Q2 2026.

ORBA Wealth Advisors held 3,265 shares of Northern Trust STOXX Global Broad Infrastructure ETF worth $209K as of Q2 2026.
ORBA Wealth Advisors sold 1,435 Northern Trust STOXX Global Broad Infrastructure ETF shares in Q2 2026, an estimated $93.7K.
Northern Trust STOXX Global Broad Infrastructure ETF made up 0.18% of ORBA Wealth Advisors's portfolio in Q2 2026, its #84 holding.
ORBA Wealth Advisors first reported a position in Northern Trust STOXX Global Broad Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's Northern Trust STOXX Global Broad Infrastructure ETF position peaked at $527K in Q3 2024.
143 funds tracked by Wall St. Rank held Northern Trust STOXX Global Broad Infrastructure ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.