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Osbon Capital Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Osbon Capital Management’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 		– Sell
-6,020
Closed -$123K – 495
2026
Q1 		$123K Buy
+6,020
New +$129K 0.1% 99

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Cambridge Investment Research Advisors
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MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osbon Capital Management's PFFA Position: Q2 2026 in Review

Osbon Capital Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026, closing a stake of 6,020 shares — an estimated $123K sold.

Osbon Capital Management first reported a position in PFFA in Q1 2026 and held it in 1 quarter. The position peaked at $123K in Q1 2026. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Osbon Capital Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 6,020 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $123K.
  • Osbon Capital Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's Virtus InfraCap US Preferred Stock ETF position peaked at $123K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.