SFC
PFFR icon

Strategic Financial Concepts’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Strategic Financial Concepts’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
2026
Q1 		$184K Buy
+10,637
New +$191K 0.05% 285
2024
Q3 		– Sell
-36,934
Closed -$2.01K – 575
2024
Q2 		$2.01K Buy
+36,934
New +$674K ﹤0.01% 552

Other funds holding PFFR

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Strategic Financial Concepts's PFFR Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in InfraCap REIT Preferred ETF (PFFR) in Q1 2026: 10,637 shares worth $184K. The stake represents 0.05% of the portfolio and ranks #285 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in PFFR as recently as Q2 2024.

Strategic Financial Concepts first reported a position in PFFR in Q2 2024 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold PFFR as of Q1 2026.

  • Strategic Financial Concepts held 10,637 shares of InfraCap REIT Preferred ETF worth $184K as of Q1 2026.
  • InfraCap REIT Preferred ETF was a new Strategic Financial Concepts position in Q1 2026.
  • InfraCap REIT Preferred ETF made up 0.05% of Strategic Financial Concepts's portfolio in Q1 2026, its #285 holding.
  • Strategic Financial Concepts first reported a position in InfraCap REIT Preferred ETF in Q2 2024 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.