Steward Partners Investment Advisory’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Steward Partners Investment Advisory’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
2025 Q1	–	Sell	-2	Closed	-$37	–	4119
2024 Q4	$37	Buy	+2	New	+$39	﹤0.01%	3939
2023 Q2	–	Sell	-300	Closed	-$5.04K	–	3372
2023 Q1	$5.04K	Sell	300 -700	-70%	-$12.5K	﹤0.01%	2787
2022 Q4	$16.7K	Buy	+1,000	New	+$16.9K	﹤0.01%	2326
2021 Q4	–	Sell	-22,788	Closed	-$557K	–	3283
2021 Q3	$557K	Sell	22,788 -100	-0.4%	-$2.46K	0.01%	868
2021 Q2	$564K	Buy	22,888 +1,177	+5%	+$28.7K	0.01%	884
2021 Q1	$526K	Sell	21,711 -1,364	-6%	-$32.3K	0.01%	874
2020 Q4	$544K	Buy	23,075 +15,225	+194%	+$345K	0.01%	736
2020 Q3	$173K	Buy	+7,850	New	+$170K	﹤0.01%	996

Other funds holding PFFR

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

KAS

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

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

PPW

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

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

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

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

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

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

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

Steward Partners Investment Advisory's PFFR Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of InfraCap REIT Preferred ETF (PFFR) in Q1 2025, closing a stake of 2 shares — an estimated $37 sold.

Steward Partners Investment Advisory first reported a position in PFFR in Q3 2020 and held it in 8 quarters. The position peaked at $564K in Q2 2021. 19 funds tracked by Wall St. Rank hold PFFR as of Q1 2025.

Steward Partners Investment Advisory reported no remaining InfraCap REIT Preferred ETF position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 2 InfraCap REIT Preferred ETF shares in Q1 2025, an estimated $37.
Steward Partners Investment Advisory first reported a position in InfraCap REIT Preferred ETF in Q3 2020 and held it in 8 quarters.
Steward Partners Investment Advisory's InfraCap REIT Preferred ETF position peaked at $564K in Q2 2021.
19 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.