Roxbury Financial’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Roxbury Financial’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	$22.8K	Buy	1,109 +63	+6%	+$1.34K	0.02%	255
2026 Q1	$21.3K	Hold	1,046	–	–	0.02%	250
2025 Q4	$22.5K	Hold	1,046	–	–	0.02%	245
2025 Q3	$22.7K	Hold	1,046	–	–	0.02%	239
2025 Q2	$21.8K	Hold	1,046	–	–	0.02%	237
2025 Q1	$23.1K	Buy	1,046 +16	+2%	+$351	0.02%	231
2024 Q4	$23.3K	Buy	+1,030	New	+$23.3K	0.02%	234

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 22.96% 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

Roxbury Financial's PFFA Position: Q2 2026 in Review

Roxbury Financial increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 6% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,109 shares worth $22.8K. The position accounts for 0.02% of the portfolio, ranked #255.

Roxbury Financial first reported a position in PFFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.3K in Q4 2024. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Roxbury Financial held 1,109 shares of Virtus InfraCap US Preferred Stock ETF worth $22.8K as of Q2 2026.
Roxbury Financial bought 63 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $1.34K.
Virtus InfraCap US Preferred Stock ETF made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #255 holding.
Roxbury Financial first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's Virtus InfraCap US Preferred Stock ETF position peaked at $23.3K in Q4 2024.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.