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Stonegate Investment Group’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Stonegate Investment Group’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
2022
Q2 		– Sell
-8,868
Closed -$214K – 339
2022
Q1 		$214K Buy
+8,868
New +$213K 0.01% 240

Other funds holding PFFA

ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
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
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Stonegate Investment Group's PFFA Position: Q2 2022 in Review

Stonegate Investment Group sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2022, closing a stake of 8,868 shares — an estimated $214K sold.

Stonegate Investment Group first reported a position in PFFA in Q1 2022 and held it in 1 quarter. The position peaked at $214K in Q1 2022. 66 funds tracked by Wall St. Rank hold PFFA as of Q2 2022.

  • Stonegate Investment Group reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Stonegate Investment Group sold 8,868 Virtus InfraCap US Preferred Stock ETF shares in Q2 2022, an estimated $214K.
  • Stonegate Investment Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2022 and held it in 1 quarter.
  • Stonegate Investment Group's Virtus InfraCap US Preferred Stock ETF position peaked at $214K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2022.

Based on Stonegate Investment Group's 13F filing for Q2 2022, filed 9 Aug 2022.