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Raymond James Financial Services Advisors’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Raymond James Financial Services Advisors’s Portfolio PFFR Stock Details PFFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$13.3M Buy
672,946
+19,831
+3% +$374K 0.02% 736
2024
Q2 		$11.9M Buy
653,115
+54,415
+9% +$992K 0.02% 738
2024
Q1 		$11.2M Buy
+598,700
New +$11.2M 0.02% 758

Other funds holding PFFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Raymond James Financial Services Advisors's PFFR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its InfraCap REIT Preferred ETF (PFFR) stake by 3% in Q3 2024, buying an estimated $374K and bringing the position to 672,946 shares worth $13.3M. The position accounts for 0.02% of the portfolio, ranked #736.

Raymond James Financial Services Advisors first reported a position in PFFR in Q1 2024 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold PFFR as of Q3 2024.

  • Raymond James Financial Services Advisors held 672,946 shares of InfraCap REIT Preferred ETF worth $13.3M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 19,831 InfraCap REIT Preferred ETF shares in Q3 2024, an estimated $374K.
  • InfraCap REIT Preferred ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #736 holding.
  • Raymond James Financial Services Advisors first reported a position in InfraCap REIT Preferred ETF in Q1 2024 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.