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Summit Financial’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Summit Financial’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
2026
Q2 		$1.63M Buy
79,475
+28,047
+55% +$598K 0.02% 684
2026
Q1 		$1.05M Buy
51,428
+7,658
+17% +$164K 0.01% 762
2025
Q4 		$943K Buy
43,770
+8,439
+24% +$182K 0.01% 691
2025
Q3 		$767K Buy
+35,331
New +$765K 0.01% 733

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Financial's PFFA Position: Q2 2026 in Review

Summit Financial increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 55% in Q2 2026, buying an estimated $598K and bringing the position to 79,475 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #684.

Summit Financial first reported a position in PFFA in Q3 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Summit Financial held 79,475 shares of Virtus InfraCap US Preferred Stock ETF worth $1.63M as of Q2 2026.
  • Summit Financial bought 28,047 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $598K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #684 holding.
  • Summit Financial first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.