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Pasadena Private Wealth’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Pasadena Private Wealth’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
Q1 		$634K Sell
31,135
-4,741
-13% -$102K 0.09% 112
2025
Q4 		$773K Sell
35,876
-2,614
-7% -$56.4K 0.11% 93
2025
Q3 		$836K Sell
38,490
-3,120
-7% -$67.6K 0.12% 81
2025
Q2 		$867K Sell
41,610
-6,678
-14% -$137K 0.15% 72
2025
Q1 		$1.02M Sell
48,288
-1,724
-3% -$37.8K 0.2% 64
2024
Q4 		$1.1M Sell
50,012
-879
-2% -$19.9K 0.23% 58
2024
Q3 		$1.16M Sell
50,891
-3,906
-7% -$85.2K 0.25% 47
2024
Q2 		$1.15M Sell
54,797
-4,028
-7% -$84.1K 0.27% 44
2024
Q1 		$1.23M Sell
58,825
-7,846
-12% -$164K 0.28% 40
2023
Q4 		$1.38M Buy
+66,671
New +$1.28M 0.34% 38

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return