Principal Securities’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-1,473	Closed	-$32K	–	2896
2025 Q3	$32K	Buy	1,473 +767	+109%	+$16.6K	﹤0.01%	2184
2025 Q2	$14.7K	Sell	706 -2,789	-80%	-$57.3K	﹤0.01%	2465
2025 Q1	$76.5K	Hold	3,495	–	–	﹤0.01%	1553
2024 Q4	$76.5K	Buy	3,495 +6	+0.2%	+$136	﹤0.01%	1550
2024 Q3	$79.7K	Buy	3,489 +5	+0.1%	+$109	﹤0.01%	1491
2024 Q2	$73.3K	Sell	3,484 -118	-3%	-$2.46K	﹤0.01%	1443
2024 Q1	$75.5K	Buy	3,602 +180	+5%	+$3.76K	﹤0.01%	1386
2023 Q4	$70.9K	Buy	+3,422	New	+$65.7K	﹤0.01%	1331

Other funds holding PFFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Principal Securities's PFFA Position: Q4 2025 in Review

Principal Securities sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2025, closing a stake of 1,473 shares — an estimated $32K sold.

Principal Securities first reported a position in PFFA in Q4 2023 and held it in 8 quarters. The position peaked at $79.7K in Q3 2024. 181 funds tracked by Wall St. Rank hold PFFA as of Q4 2025.

Principal Securities reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,473 Virtus InfraCap US Preferred Stock ETF shares in Q4 2025, an estimated $32K.
Principal Securities first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Virtus InfraCap US Preferred Stock ETF position peaked at $79.7K in Q3 2024.
181 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.