Prevail Innovative Wealth Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Prevail Innovative Wealth Advisors’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	$245K	Sell	11,934 -35,277	-75%	-$752K	0.04%	178
2026 Q1	$961K	Sell	47,211 -215,834	-82%	-$4.63M	0.16%	128
2025 Q4	$5.67M	Buy	263,045 +123,356	+88%	+$2.66M	1.02%	25
2025 Q3	$3.03M	Sell	139,689 -85,489	-38%	-$1.85M	0.59%	55
2025 Q2	$4.69M	Buy	225,178 +4,047	+2%	+$83.1K	1.05%	25
2025 Q1	$4.69M	Buy	221,131 +10,542	+5%	+$231K	1.25%	24
2024 Q4	$4.61M	Buy	210,589 +142,812	+211%	+$3.23M	1.34%	18
2024 Q3	$1.55M	Buy	+67,777	New	+$1.48M	0.47%	71

Other funds holding PFFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PFFA Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 75% in Q2 2026, selling an estimated $752K and leaving 11,934 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #178.

Prevail Innovative Wealth Advisors first reported a position in PFFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.67M in Q4 2025. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Prevail Innovative Wealth Advisors held 11,934 shares of Virtus InfraCap US Preferred Stock ETF worth $245K as of Q2 2026.
Prevail Innovative Wealth Advisors sold 35,277 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $752K.
Virtus InfraCap US Preferred Stock ETF made up 0.04% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #178 holding.
Prevail Innovative Wealth Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2024 and has held it in 8 quarters since.
Prevail Innovative Wealth Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $5.67M in Q4 2025.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.