Samalin Investment Counsel’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Samalin Investment Counsel’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	$1.74M	Sell	84,571 -9,417	-10%	-$201K	0.54%	45
2026 Q1	$1.91M	Sell	93,988 -4,848	-5%	-$104K	0.68%	34
2025 Q4	$2.13M	Buy	98,836 +1,923	+2%	+$41.5K	0.76%	29
2025 Q3	$2.1M	Buy	96,913 +2,851	+3%	+$61.8K	0.72%	29
2025 Q2	$1.96M	Buy	94,062 +4,994	+6%	+$103K	0.75%	27
2025 Q1	$1.89M	Buy	89,068 +4,285	+5%	+$94K	0.77%	27
2024 Q4	$1.86M	Buy	84,783 +1,112	+1%	+$25.1K	0.8%	29
2024 Q3	$1.91M	Buy	83,671 +6,354	+8%	+$139K	0.83%	23
2024 Q2	$1.63M	Buy	77,317 +3,476	+5%	+$72.6K	0.76%	26
2024 Q1	$1.55M	Buy	73,841 +2,604	+4%	+$54.4K	0.74%	26
2023 Q4	$1.48M	Buy	71,237 +7,809	+12%	+$150K	0.75%	31
2023 Q3	$1.23M	Buy	63,428 +8,659	+16%	+$170K	0.7%	32
2023 Q2	$1.08M	Buy	54,769 +11,905	+28%	+$224K	0.58%	39
2023 Q1	$828K	Buy	42,864 +5,213	+14%	+$105K	0.5%	51
2022 Q4	$683K	Buy	+37,651	New	+$710K	0.43%	66

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

Samalin Investment Counsel's PFFA Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 10% in Q2 2026, selling an estimated $201K and leaving 84,571 shares worth $1.74M. The position accounts for 0.54% of the portfolio, ranked #45.

Samalin Investment Counsel first reported a position in PFFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.13M in Q4 2025. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Samalin Investment Counsel held 84,571 shares of Virtus InfraCap US Preferred Stock ETF worth $1.74M as of Q2 2026.
Samalin Investment Counsel sold 9,417 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $201K.
Virtus InfraCap US Preferred Stock ETF made up 0.54% of Samalin Investment Counsel's portfolio in Q2 2026, its #45 holding.
Samalin Investment Counsel first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2022 and has held it in 15 quarters since.
Samalin Investment Counsel's Virtus InfraCap US Preferred Stock ETF position peaked at $2.13M in Q4 2025.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.