Peterson Wealth Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Peterson Wealth Management’s Portfolio PFFR Stock Details PFFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-96,267	Closed	-$1.71M	–	68
2023 Q2	$1.71M	Sell	96,267 -15,182	-14%	-$258K	1.35%	18
2023 Q1	$1.87M	Sell	111,449 -4,170	-4%	-$74.7K	1.79%	16
2022 Q4	$1.94M	Sell	115,619 -13,106	-10%	-$222K	1.97%	14
2022 Q3	$2.21M	Buy	+128,725	New	+$2.51M	2.06%	13
2022 Q2	–	Sell	-412,326	Closed	-$8.99M	–	55
2022 Q1	$8.99M	Buy	412,326 +226,413	+122%	+$5.08M	6.03%	5
2021 Q4	$4.4M	Buy	185,913 +35,685	+24%	+$854K	2.94%	11
2021 Q3	$3.67M	Buy	150,228 +7,645	+5%	+$188K	2.84%	12
2021 Q2	$3.52M	Buy	+142,583	New	+$3.48M	2.74%	12

Other funds holding PFFR

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return

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

Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Peterson Wealth Management's PFFR Position: Q3 2023 in Review

Peterson Wealth Management sold out of InfraCap REIT Preferred ETF (PFFR) in Q3 2023, closing a stake of 96,267 shares — an estimated $1.71M sold.

Peterson Wealth Management first reported a position in PFFR in Q2 2021 and held it in 8 quarters. The position peaked at $8.99M in Q1 2022. 17 funds tracked by Wall St. Rank hold PFFR as of Q3 2023.

Peterson Wealth Management reported no remaining InfraCap REIT Preferred ETF position as of Q3 2023 after selling out during the quarter.
Peterson Wealth Management sold 96,267 InfraCap REIT Preferred ETF shares in Q3 2023, an estimated $1.71M.
Peterson Wealth Management first reported a position in InfraCap REIT Preferred ETF in Q2 2021 and held it in 8 quarters.
Peterson Wealth Management's InfraCap REIT Preferred ETF position peaked at $8.99M in Q1 2022.
17 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q3 2023.

Based on Peterson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.