Robertson Stephens Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Robertson Stephens Wealth 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
2025 Q2	–	Sell	-9,616	Closed	-$204K	–	582
2025 Q1	$204K	Sell	9,616 -434,457	-98%	-$9.53M	0.01%	527
2024 Q4	$9.73M	Buy	+444,073	New	+$10M	0.34%	62
2023 Q4	–	Sell	-56,778	Closed	-$1.1M	–	471
2023 Q3	$1.1M	Sell	56,778 -1,476	-3%	-$28.9K	0.07%	196
2023 Q2	$1.14M	Sell	58,254 -7,261	-11%	-$136K	0.08%	181
2023 Q1	$1.27M	Buy	+65,515	New	+$1.31M	0.1%	174

Other funds holding PFFA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Robertson Stephens Wealth Management's PFFA Position: Q2 2025 in Review

Robertson Stephens Wealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2025, closing a stake of 9,616 shares — an estimated $204K sold.

Robertson Stephens Wealth Management first reported a position in PFFA in Q1 2023 and held it in 5 quarters. The position peaked at $9.73M in Q4 2024. 151 funds tracked by Wall St. Rank hold PFFA as of Q2 2025.

Robertson Stephens Wealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 9,616 Virtus InfraCap US Preferred Stock ETF shares in Q2 2025, an estimated $204K.
Robertson Stephens Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2023 and held it in 5 quarters.
Robertson Stephens Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $9.73M in Q4 2024.
151 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.