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 Q3	$21.9K	Hold	1,109	–	–	0.02%	281
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

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Roxbury Financial's PFFA Position: Q3 2026 in Review

Roxbury Financial held its Virtus InfraCap US Preferred Stock ETF (PFFA) position steady in Q3 2026 at 1,109 shares worth $21.9K. The position accounts for 0.02% of the portfolio, ranked #281.

Roxbury Financial first reported a position in PFFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.3K in Q4 2024. 14 funds tracked by Wall St. Rank hold PFFA as of Q3 2026.

Roxbury Financial held 1,109 shares of Virtus InfraCap US Preferred Stock ETF worth $21.9K as of Q3 2026.
Roxbury Financial left its Virtus InfraCap US Preferred Stock ETF share count unchanged in Q3 2026.
Virtus InfraCap US Preferred Stock ETF made up 0.02% of Roxbury Financial's portfolio in Q3 2026, its #281 holding.
Roxbury Financial first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's Virtus InfraCap US Preferred Stock ETF position peaked at $23.3K in Q4 2024.
14 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.