Secure Asset Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Secure Asset 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	$1.67M	Buy	80,972 +7,902	+11%	+$168K	0.23%	106
2026 Q1	$1.49M	Buy	73,070 +4,980	+7%	+$107K	0.24%	107
2025 Q4	$1.47M	Sell	68,090 -7,876	-10%	-$170K	0.23%	103
2025 Q3	$1.67M	Sell	75,966 -9,763	-11%	-$211K	0.27%	98
2025 Q2	$1.79M	Sell	85,729 -97,443	-53%	-$2M	0.33%	77
2025 Q1	$3.89M	Sell	183,172 -168,218	-48%	-$3.69M	0.78%	27
2024 Q4	$7.7M	Buy	351,390 +58,076	+20%	+$1.31M	1.17%	14
2024 Q3	$6.7M	Buy	293,314 +19,005	+7%	+$414K	1.13%	14
2024 Q2	$5.77M	Buy	274,309 +99,692	+57%	+$2.08M	1.09%	14
2024 Q1	$3.66M	Buy	174,617 +25,955	+17%	+$542K	0.86%	20
2023 Q4	$3.08M	Buy	+148,662	New	+$2.86M	0.83%	24
2022 Q2	–	Sell	-27,934	Closed	-$673K	–	209
2022 Q1	$673K	Sell	27,934 -2,051	-7%	-$49.3K	0.3%	67
2021 Q4	$753K	Buy	+29,985	New	+$747K	0.3%	57

Other funds holding PFFA

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Secure Asset Management's PFFA Position: Q2 2026 in Review

Secure Asset Management increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 11% in Q2 2026, buying an estimated $168K and bringing the position to 80,972 shares worth $1.67M. The position accounts for 0.23% of the portfolio, ranked #106.

Secure Asset Management first reported a position in PFFA in Q4 2021 and has held it in 13 quarters since. The position peaked at $7.7M in Q4 2024. 33 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Secure Asset Management held 80,972 shares of Virtus InfraCap US Preferred Stock ETF worth $1.67M as of Q2 2026.
Secure Asset Management bought 7,902 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $168K.
Virtus InfraCap US Preferred Stock ETF made up 0.23% of Secure Asset Management's portfolio in Q2 2026, its #106 holding.
Secure Asset Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2021 and has held it in 13 quarters since.
Secure Asset Management's Virtus InfraCap US Preferred Stock ETF position peaked at $7.7M in Q4 2024.
33 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.