Roxbury Financial’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Roxbury Financial’s Portfolio PFFR Stock Details PFFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.34K	Hold	139	–	–	﹤0.01%	389
2026 Q2	$2.42K	Buy	+139	New	+$2.46K	﹤0.01%	372

Other funds holding PFFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Roxbury Financial's PFFR Position: Q3 2026 in Review

Roxbury Financial held its InfraCap REIT Preferred ETF (PFFR) position steady in Q3 2026 at 139 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Roxbury Financial first reported a position in PFFR in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.42K in Q2 2026. 3 funds tracked by Wall St. Rank hold PFFR as of Q3 2026.

Roxbury Financial held 139 shares of InfraCap REIT Preferred ETF worth $2.34K as of Q3 2026.
Roxbury Financial left its InfraCap REIT Preferred ETF share count unchanged in Q3 2026.
InfraCap REIT Preferred ETF made up ﹤0.01% of Roxbury Financial's portfolio in Q3 2026, its #389 holding.
Roxbury Financial first reported a position in InfraCap REIT Preferred ETF in Q2 2026 and has held it in 2 quarters since.
Roxbury Financial's InfraCap REIT Preferred ETF position peaked at $2.42K in Q2 2026.
3 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q3 2026.

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