Stifel Financial
PFFR icon

Stifel Financial’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Stifel Financial’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
Q2 		– Sell
-17,123
Closed -$310K – 3559
2025
Q1 		$310K Buy
17,123
+148
+0.9% +$2.75K ﹤0.01% 2947
2024
Q4 		$314K Buy
16,975
+1,031
+6% +$20K ﹤0.01% 2932
2024
Q3 		$316K Buy
15,944
+180
+1% +$3.4K ﹤0.01% 2931
2024
Q2 		$288K Buy
+15,764
New +$287K ﹤0.01% 2938

Other funds holding PFFR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial's PFFR Position: Q2 2025 in Review

Stifel Financial sold out of InfraCap REIT Preferred ETF (PFFR) in Q2 2025, closing a stake of 17,123 shares — an estimated $310K sold.

Stifel Financial first reported a position in PFFR in Q2 2024 and held it in 4 quarters. The position peaked at $316K in Q3 2024. 26 funds tracked by Wall St. Rank hold PFFR as of Q2 2025.

  • Stifel Financial reported no remaining InfraCap REIT Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 17,123 InfraCap REIT Preferred ETF shares in Q2 2025, an estimated $310K.
  • Stifel Financial first reported a position in InfraCap REIT Preferred ETF in Q2 2024 and held it in 4 quarters.
  • Stifel Financial's InfraCap REIT Preferred ETF position peaked at $316K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.