PFS
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Prospera Financial Services’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Prospera Financial Services’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 		$1.14M Sell
55,875
-29,341
-34% -$630K 0.02% 666
2025
Q4 		$1.84M Buy
85,216
+32,902
+63% +$710K 0.03% 498
2025
Q3 		$1.14M Buy
52,314
+20,161
+63% +$437K 0.02% 632
2025
Q2 		$670K Buy
32,153
+19,566
+155% +$402K 0.01% 806
2025
Q1 		$267K Buy
12,587
+2,100
+20% +$46.1K 0.01% 1032
2024
Q4 		$230K Buy
10,487
+845
+9% +$19.1K 0.01% 1033
2024
Q3 		$220K Buy
+9,642
New +$210K 0.01% 1042
2022
Q2 		– Sell
-6,623
Closed -$160K – 2320
2022
Q1 		$160K Buy
+6,623
New +$159K 0.01% 945

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