Secure Asset Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Secure Asset Management’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
2021 Q4	–	Sell	-26,089	Closed	-$638K	–	219
2021 Q3	$638K	Buy	26,089 +1,911	+8%	+$47K	0.32%	53
2021 Q2	$596K	Buy	24,178 +2,062	+9%	+$50.4K	0.3%	61
2021 Q1	$536K	Buy	+22,116	New	+$523K	0.3%	70

Other funds holding PFFR

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Secure Asset Management's PFFR Position: Q4 2021 in Review

Secure Asset Management sold out of InfraCap REIT Preferred ETF (PFFR) in Q4 2021, closing a stake of 26,089 shares — an estimated $638K sold.

Secure Asset Management first reported a position in PFFR in Q1 2021 and held it in 3 quarters. The position peaked at $638K in Q3 2021. 14 funds tracked by Wall St. Rank hold PFFR as of Q4 2021.

Secure Asset Management reported no remaining InfraCap REIT Preferred ETF position as of Q4 2021 after selling out during the quarter.
Secure Asset Management sold 26,089 InfraCap REIT Preferred ETF shares in Q4 2021, an estimated $638K.
Secure Asset Management first reported a position in InfraCap REIT Preferred ETF in Q1 2021 and held it in 3 quarters.
Secure Asset Management's InfraCap REIT Preferred ETF position peaked at $638K in Q3 2021.
14 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2021.

Based on Secure Asset Management's 13F filing for Q4 2021, filed 24 Jan 2022.