PTC
PFFA icon

Private Trust Company’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Private Trust Company’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 		$222K Sell
10,889
-19,790
-65% -$425K 0.02% 734
2025
Q4 		$661K Buy
30,679
+2,219
+8% +$47.9K 0.06% 350
2025
Q3 		$618K Buy
28,460
+13,303
+88% +$288K 0.05% 363
2025
Q2 		$316K Hold
15,157
– – 0.03% 558
2025
Q1 		$321K Buy
15,157
+6,718
+80% +$147K 0.03% 534
2024
Q4 		$185K Buy
8,439
+2,019
+31% +$45.7K 0.02% 725
2024
Q3 		$147K Buy
6,420
+893
+16% +$19.5K 0.01% 798
2024
Q2 		$116K Hold
5,527
– – 0.01% 828
2024
Q1 		$116K Buy
5,527
+44
+0.8% +$919 0.01% 819
2023
Q4 		$114K Buy
5,483
+1,842
+51% +$35.4K 0.01% 796
2023
Q3 		$70.4K Buy
+3,641
New +$71.3K 0.01% 908

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