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Stephens Inc’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Stephens Inc’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
2021
Q4 		– Sell
-17,000
Closed -$423K – 1394
2021
Q3 		$423K Hold
17,000
– – 0.01% 932
2021
Q2 		$427K Buy
+17,000
New +$418K 0.01% 929
2020
Q4 		– Sell
-23,400
Closed -$450K – 1251
2020
Q3 		$450K Hold
23,400
– – 0.01% 758
2020
Q2 		$420K Buy
+23,400
New +$393K 0.01% 742

Other funds holding PFFA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
ACM
Ascendant Capital Management Los Angeles, California $75.7M AUM 12.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.01B AUM 22.57% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Inc's PFFA Position: Q4 2021 in Review

Stephens Inc sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2021, closing a stake of 17,000 shares — an estimated $423K sold.

Stephens Inc first reported a position in PFFA in Q2 2020 and held it in 4 quarters. The position peaked at $450K in Q3 2020. 64 funds tracked by Wall St. Rank hold PFFA as of Q4 2021.

  • Stephens Inc reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2021 after selling out during the quarter.
  • Stephens Inc sold 17,000 Virtus InfraCap US Preferred Stock ETF shares in Q4 2021, an estimated $423K.
  • Stephens Inc first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2020 and held it in 4 quarters.
  • Stephens Inc's Virtus InfraCap US Preferred Stock ETF position peaked at $450K in Q3 2020.
  • 64 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2021.

Based on Stephens Inc's 13F filing for Q4 2021, filed 7 Mar 2022.