Peterson Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Peterson Wealth 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
2024 Q1	–	Sell	-35,449	Closed	-$734K	–	57
2023 Q4	$734K	Sell	35,449 -98,748	-74%	-$1.9M	0.66%	37
2023 Q3	$2.6M	Sell	134,197 -19,167	-12%	-$376K	2.14%	14
2023 Q2	$3.01M	Sell	153,364 -26,798	-15%	-$504K	2.39%	13
2023 Q1	$3.48M	Sell	180,162 -57,910	-24%	-$1.16M	3.33%	9
2022 Q4	$4.32M	Sell	238,072 -69,709	-23%	-$1.31M	4.4%	8
2022 Q3	$5.86M	Buy	307,781 +19,955	+7%	+$431K	5.46%	6
2022 Q2	$6.07M	Sell	287,826 -102,338	-26%	-$2.3M	7.85%	2
2022 Q1	$9.39M	Buy	390,164 +203,225	+109%	+$4.88M	6.3%	2
2021 Q4	$4.7M	Buy	186,939 +29,040	+18%	+$724K	3.14%	8
2021 Q3	$3.93M	Buy	157,899 +15,699	+11%	+$395K	3.04%	9
2021 Q2	$3.57M	Buy	+142,200	New	+$3.5M	2.79%	11

Other funds holding PFFA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Peterson Wealth Management's PFFA Position: Q1 2024 in Review

Peterson Wealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2024, closing a stake of 35,449 shares — an estimated $734K sold.

Peterson Wealth Management first reported a position in PFFA in Q2 2021 and held it in 11 quarters. The position peaked at $9.39M in Q1 2022. 107 funds tracked by Wall St. Rank hold PFFA as of Q1 2024.

Peterson Wealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2024 after selling out during the quarter.
Peterson Wealth Management sold 35,449 Virtus InfraCap US Preferred Stock ETF shares in Q1 2024, an estimated $734K.
Peterson Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2021 and held it in 11 quarters.
Peterson Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $9.39M in Q1 2022.
107 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2024.

Based on Peterson Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.