Sheets Smith Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Sheets Smith Wealth 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	$2.24M	Sell	113,471 -504	-0.4%	-$10.4K	0.23%	95
2026 Q2	$2.34M	Buy	113,975 +6,514	+6%	+$139K	0.23%	94
2026 Q1	$2.19M	Buy	107,461 +7,690	+8%	+$165K	0.25%	93
2025 Q4	$2.15M	Buy	99,771 +5,769	+6%	+$124K	0.24%	92
2025 Q3	$2.04M	Sell	94,002 -1,079	-1%	-$23.4K	0.23%	93
2025 Q2	$1.98M	Buy	95,081 +128	+0.1%	+$2.63K	0.23%	92
2025 Q1	$2.01M	Buy	94,953 +2,818	+3%	+$61.8K	0.25%	91
2024 Q4	$2.02M	Buy	92,135 +3,651	+4%	+$82.6K	0.25%	97
2024 Q3	$2.02M	Sell	88,484 -2,434	-3%	-$53.1K	0.25%	97
2024 Q2	$1.91M	Sell	90,918 -1,949	-2%	-$40.7K	0.23%	105
2024 Q1	$1.95M	Buy	92,867 +2,205	+2%	+$46K	0.22%	103
2023 Q4	$1.88M	Buy	90,662 +4,887	+6%	+$93.9K	0.27%	91
2023 Q3	$1.66M	Buy	85,775 +6,156	+8%	+$121K	0.25%	95
2023 Q2	$1.56M	Buy	79,619 +411	+0.5%	+$7.73K	0.23%	101
2023 Q1	$1.53M	Buy	79,208 +5,690	+8%	+$114K	0.23%	101
2022 Q4	$1.33M	Sell	73,518 -4,924	-6%	-$92.9K	0.21%	104
2022 Q3	$1.49M	Buy	78,442 +3,318	+4%	+$71.7K	0.25%	95
2022 Q2	$1.58M	Buy	75,124 +14,066	+23%	+$317K	0.26%	89
2022 Q1	$1.47M	Buy	61,058 +15,149	+33%	+$364K	0.2%	109
2021 Q4	$1.15M	Buy	45,909 +6,430	+16%	+$160K	0.14%	140
2021 Q3	$983K	Buy	39,479 +26,484	+204%	+$667K	0.13%	146
2021 Q2	$327K	Buy	+12,995	New	+$319K	0.04%	288

Other funds holding PFFA

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 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

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

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

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 33.51% 1-Year Est. Return

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

Sheets Smith Wealth Management's PFFA Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 0.44% in Q3 2026, selling an estimated $10.4K and leaving 113,471 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #95.

Sheets Smith Wealth Management first reported a position in PFFA in Q2 2021 and has held it in 22 quarters since. The position peaked at $2.34M in Q2 2026. 75 funds tracked by Wall St. Rank hold PFFA as of Q3 2026.

Sheets Smith Wealth Management held 113,471 shares of Virtus InfraCap US Preferred Stock ETF worth $2.24M as of Q3 2026.
Sheets Smith Wealth Management sold 504 Virtus InfraCap US Preferred Stock ETF shares in Q3 2026, an estimated $10.4K.
Virtus InfraCap US Preferred Stock ETF made up 0.23% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #95 holding.
Sheets Smith Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2021 and has held it in 22 quarters since.
Sheets Smith Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $2.34M in Q2 2026.
75 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.