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 Q2	$2.46M	Buy	141,566 +130,929	+1,231%	+$2.31M	0.73%	38
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 $31B AUM 28.39% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Strategic Financial Concepts's PFFR Position: Q2 2026 in Review

Strategic Financial Concepts increased its InfraCap REIT Preferred ETF (PFFR) stake by 1,231% in Q2 2026, buying an estimated $2.31M and bringing the position to 141,566 shares worth $2.46M. The position accounts for 0.73% of the portfolio, ranked #38.

Strategic Financial Concepts first reported a position in PFFR in Q2 2024 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold PFFR as of Q2 2026.

Strategic Financial Concepts held 141,566 shares of InfraCap REIT Preferred ETF worth $2.46M as of Q2 2026.
Strategic Financial Concepts bought 130,929 InfraCap REIT Preferred ETF shares in Q2 2026, an estimated $2.31M.
InfraCap REIT Preferred ETF made up 0.73% of Strategic Financial Concepts's portfolio in Q2 2026, its #38 holding.
Strategic Financial Concepts first reported a position in InfraCap REIT Preferred ETF in Q2 2024 and has held it in 3 quarters since.
35 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.