Private Wealth Asset Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Private Wealth Asset 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
2026 Q2	–	Sell	-13,499	Closed	-$275K	–	953
2026 Q1	$275K	Buy	13,499 +323	+2%	+$6.94K	0.03%	225
2025 Q4	$284K	Buy	+13,176	New	+$284K	0.03%	226

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

Private Wealth Asset Management's PFFA Position: Q2 2026 in Review

Private Wealth Asset Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026, closing a stake of 13,499 shares — an estimated $275K sold.

Private Wealth Asset Management first reported a position in PFFA in Q4 2025 and held it in 2 quarters. The position peaked at $284K in Q4 2025. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Private Wealth Asset Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2026 after selling out during the quarter.
Private Wealth Asset Management sold 13,499 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $275K.
Private Wealth Asset Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2025 and held it in 2 quarters.
Private Wealth Asset Management's Virtus InfraCap US Preferred Stock ETF position peaked at $284K in Q4 2025.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.