Rockefeller Capital Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Rockefeller Capital 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	$274K	Buy	13,300 +2,300	+21%	+$49K	﹤0.01%	2431
2026 Q1	$224K	Hold	11,000	–	–	﹤0.01%	2431
2025 Q4	$237K	Hold	11,000	–	–	﹤0.01%	2282
2025 Q3	$239K	Hold	11,000	–	–	﹤0.01%	2138
2025 Q2	$229K	Sell	11,000 -5,000	-31%	-$103K	﹤0.01%	1697
2025 Q1	$339K	Hold	16,000	–	–	﹤0.01%	1575
2024 Q4	$350K	Sell	16,000 -1,863	-10%	-$42.1K	﹤0.01%	1569
2024 Q3	$408K	Buy	+17,863	New	+$390K	﹤0.01%	1488
2022 Q3	–	Sell	-821	Closed	-$17K	–	4263
2022 Q2	$17K	Sell	821 -9,506	-92%	-$214K	﹤0.01%	2835
2022 Q1	$248K	Sell	10,327 -506	-5%	-$12.2K	﹤0.01%	1602
2021 Q4	$272K	Buy	10,833 +2,016	+23%	+$50.2K	﹤0.01%	1533
2021 Q3	$219K	Buy	+8,817	New	+$222K	﹤0.01%	1550

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 22.9% 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

Rockefeller Capital Management's PFFA Position: Q2 2026 in Review

Rockefeller Capital Management increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 21% in Q2 2026, buying an estimated $49K and bringing the position to 13,300 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

Rockefeller Capital Management first reported a position in PFFA in Q3 2021 and has held it in 12 quarters since. The position peaked at $408K in Q3 2024. 205 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Rockefeller Capital Management held 13,300 shares of Virtus InfraCap US Preferred Stock ETF worth $274K as of Q2 2026.
Rockefeller Capital Management bought 2,300 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $49K.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2431 holding.
Rockefeller Capital Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2021 and has held it in 12 quarters since.
Rockefeller Capital Management's Virtus InfraCap US Preferred Stock ETF position peaked at $408K in Q3 2024.
205 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.