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

Spire 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 Q2	$85.2K	Buy	4,144 +1,151	+38%	+$24.5K	﹤0.01%	1021
2026 Q1	$60.9K	Hold	2,993	–	–	﹤0.01%	1112
2025 Q4	$64.5K	Hold	2,993	–	–	﹤0.01%	1108
2025 Q3	$65K	Hold	2,993	–	–	﹤0.01%	1149
2025 Q2	$62.3K	Hold	2,993	–	–	﹤0.01%	1125
2025 Q1	$63.5K	Hold	2,993	–	–	﹤0.01%	1198
2024 Q4	$65.5K	Hold	2,993	–	–	﹤0.01%	1179
2024 Q3	$68.3K	Buy	2,993 +1,000	+50%	+$21.8K	﹤0.01%	1044
2024 Q2	$41.9K	Hold	1,993	–	–	﹤0.01%	1174
2024 Q1	$41.8K	Hold	1,993	–	–	﹤0.01%	1279
2023 Q4	$41.2K	Hold	1,993	–	–	﹤0.01%	1273
2023 Q3	$38.5K	Hold	1,993	–	–	﹤0.01%	1262
2023 Q2	$39.1K	Hold	1,993	–	–	﹤0.01%	1302
2023 Q1	$38.5K	Sell	1,993 -7	-0.4%	-$140	﹤0.01%	1311
2022 Q4	$36K	Buy	+2,000	New	+$37.7K	﹤0.01%	1111
2022 Q3	–	Sell	-2,000	Closed	-$42K	–	2491
2022 Q2	$42K	Sell	2,000 -5,500	-73%	-$124K	﹤0.01%	1366
2022 Q1	$181K	Buy	+7,500	New	+$180K	﹤0.01%	935

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Spire Wealth Management's PFFA Position: Q2 2026 in Review

Spire Wealth Management increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 38% in Q2 2026, buying an estimated $24.5K and bringing the position to 4,144 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Spire Wealth Management first reported a position in PFFA in Q1 2022 and has held it in 17 quarters since. The position peaked at $181K in Q1 2022. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Spire Wealth Management held 4,144 shares of Virtus InfraCap US Preferred Stock ETF worth $85.2K as of Q2 2026.
Spire Wealth Management bought 1,151 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $24.5K.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1021 holding.
Spire Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2022 and has held it in 17 quarters since.
Spire Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $181K in Q1 2022.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.