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Sheets Smith Wealth Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Sheets Smith Wealth 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
2022
Q2 		– Sell
-10,000
Closed -$218K – 335
2022
Q1 		$218K Buy
+10,000
New +$224K 0.03% 329

Other funds holding PFFR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FW
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheets Smith Wealth Management's PFFR Position: Q2 2022 in Review

Sheets Smith Wealth Management sold out of InfraCap REIT Preferred ETF (PFFR) in Q2 2022, closing a stake of 10,000 shares — an estimated $218K sold.

Sheets Smith Wealth Management first reported a position in PFFR in Q1 2022 and held it in 1 quarter. The position peaked at $218K in Q1 2022. 17 funds tracked by Wall St. Rank hold PFFR as of Q2 2022.

  • Sheets Smith Wealth Management reported no remaining InfraCap REIT Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,000 InfraCap REIT Preferred ETF shares in Q2 2022, an estimated $218K.
  • Sheets Smith Wealth Management first reported a position in InfraCap REIT Preferred ETF in Q1 2022 and held it in 1 quarter.
  • Sheets Smith Wealth Management's InfraCap REIT Preferred ETF position peaked at $218K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.