PAG
PFFA icon

Private Advisor Group’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Private Advisor Group’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
Q1 		$2.69M Buy
132,070
+19,559
+17% +$420K 0.01% 916
2025
Q4 		$2.42M Buy
112,511
+29,663
+36% +$640K 0.01% 954
2025
Q3 		$1.8M Buy
82,848
+27,670
+50% +$599K 0.01% 1063
2025
Q2 		$1.15M Buy
55,178
+22,930
+71% +$471K 0.01% 1238
2025
Q1 		$684K Buy
32,248
+6,417
+25% +$141K ﹤0.01% 1454
2024
Q4 		$566K Sell
25,831
-1,394
-5% -$31.5K ﹤0.01% 1507
2024
Q3 		$622K Buy
27,225
+2,556
+10% +$55.7K ﹤0.01% 1497
2024
Q2 		$519K Buy
24,669
+2,450
+11% +$51.2K ﹤0.01% 1541
2024
Q1 		$465K Buy
22,219
+5,128
+30% +$107K ﹤0.01% 1564
2023
Q4 		$354K Buy
17,091
+1,179
+7% +$22.6K ﹤0.01% 1680
2023
Q3 		$308K Buy
15,912
+257
+2% +$5.04K ﹤0.01% 1613
2023
Q2 		$307K Buy
15,655
+3,100
+25% +$58.3K ﹤0.01% 1613
2023
Q1 		$243K Buy
+12,555
New +$252K ﹤0.01% 1687

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return