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Roble Belko & Company’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Roble Belko & 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
2025
Q3 		– Sell
-142
Closed -$3K – 477
2025
Q2 		$3K Buy
142
+4
+3% +$82 ﹤0.01% 323
2025
Q1 		$3K Buy
138
+3
+2% +$66 ﹤0.01% 313
2024
Q4 		$3K Buy
135
+111
+463% +$2.51K ﹤0.01% 299
2024
Q3 		$1K Buy
+24
New +$523 ﹤0.01% 322

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Roble Belko & Company's PFFA Position: Q3 2025 in Review

Roble Belko & Company sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q3 2025, closing a stake of 142 shares — an estimated $3K sold.

Roble Belko & Company first reported a position in PFFA in Q3 2024 and held it in 4 quarters. The position peaked at $3K in Q2 2025. 170 funds tracked by Wall St. Rank hold PFFA as of Q3 2025.

  • Roble Belko & Company reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q3 2025 after selling out during the quarter.
  • Roble Belko & Company sold 142 Virtus InfraCap US Preferred Stock ETF shares in Q3 2025, an estimated $3K.
  • Roble Belko & Company first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2024 and held it in 4 quarters.
  • Roble Belko & Company's Virtus InfraCap US Preferred Stock ETF position peaked at $3K in Q2 2025.
  • 170 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2025.

Based on Roble Belko & Company's 13F filing for Q3 2025, filed 24 Oct 2025.