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 Q3	$1.8M	Buy	91,098 +10,126	+13%	+$210K	0.24%	104
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

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IPAM

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

TCM

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Secure Asset Management's PFFA Position: Q3 2026 in Review

Secure Asset Management increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 13% in Q3 2026, buying an estimated $210K and bringing the position to 91,098 shares worth $1.8M. The position accounts for 0.24% of the portfolio, ranked #104.

Secure Asset Management first reported a position in PFFA in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.7M in Q4 2024. 44 funds tracked by Wall St. Rank hold PFFA as of Q3 2026.

Secure Asset Management held 91,098 shares of Virtus InfraCap US Preferred Stock ETF worth $1.8M as of Q3 2026.
Secure Asset Management bought 10,126 Virtus InfraCap US Preferred Stock ETF shares in Q3 2026, an estimated $210K.
Virtus InfraCap US Preferred Stock ETF made up 0.24% of Secure Asset Management's portfolio in Q3 2026, its #104 holding.
Secure Asset Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2021 and has held it in 14 quarters since.
Secure Asset Management's Virtus InfraCap US Preferred Stock ETF position peaked at $7.7M in Q4 2024.
44 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.