Sound Income Strategies’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Sound Income Strategies’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
2026 Q1	–	Sell	-363	Closed	-$6.66K	–	2683
2025 Q4	$6.66K	Sell	363 -10	-3%	-$183	﹤0.01%	1686
2025 Q3	$6.94K	Buy	+373	New	+$6.9K	﹤0.01%	1092
2025 Q1	–	Sell	-52	Closed	-$968	–	1546
2024 Q4	$954	Buy	52 +1	+2%	+$19	﹤0.01%	1282
2024 Q3	$1K	Buy	+51	New	+$962	﹤0.01%	1247

Other funds holding PFFR

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Sound Income Strategies's PFFR Position: Q1 2026 in Review

Sound Income Strategies sold out of InfraCap REIT Preferred ETF (PFFR) in Q1 2026, closing a stake of 363 shares — an estimated $6.66K sold.

Sound Income Strategies first reported a position in PFFR in Q3 2024 and held it in 4 quarters. The position peaked at $6.94K in Q3 2025. 32 funds tracked by Wall St. Rank hold PFFR as of Q1 2026.

Sound Income Strategies reported no remaining InfraCap REIT Preferred ETF position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 363 InfraCap REIT Preferred ETF shares in Q1 2026, an estimated $6.66K.
Sound Income Strategies first reported a position in InfraCap REIT Preferred ETF in Q3 2024 and held it in 4 quarters.
Sound Income Strategies's InfraCap REIT Preferred ETF position peaked at $6.94K in Q3 2025.
32 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.