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

Prelude 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
2023 Q1	–	Sell	-27,500	Closed	-$499K	–	1391
2022 Q4	$499K	Buy	27,500 +4,500	+20%	+$84.9K	0.03%	572
2022 Q3	$438K	Buy	+23,000	New	+$497K	0.02%	702

Other funds holding PFFA

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

ICA

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

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

JFG

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

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

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

Prelude Capital Management's PFFA Position: Q1 2023 in Review

Prelude Capital Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2023, closing a stake of 27,500 shares — an estimated $499K sold.

Prelude Capital Management first reported a position in PFFA in Q3 2022 and held it in 2 quarters. The position peaked at $499K in Q4 2022. 71 funds tracked by Wall St. Rank hold PFFA as of Q1 2023.

Prelude Capital Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2023 after selling out during the quarter.
Prelude Capital Management sold 27,500 Virtus InfraCap US Preferred Stock ETF shares in Q1 2023, an estimated $499K.
Prelude Capital Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2022 and held it in 2 quarters.
Prelude Capital Management's Virtus InfraCap US Preferred Stock ETF position peaked at $499K in Q4 2022.
71 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2023.

Based on Prelude Capital Management's 13F filing for Q1 2023, filed 15 May 2023.