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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
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 $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Summit Financial's PFFA Position: Q1 2026 in Review

Summit Financial increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 17% in Q1 2026, buying an estimated $164K and bringing the position to 51,428 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #762.

Summit Financial first reported a position in PFFA in Q3 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

  • Summit Financial held 51,428 shares of Virtus InfraCap US Preferred Stock ETF worth $1.05M as of Q1 2026.
  • Summit Financial bought 7,658 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $164K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #762 holding.
  • Summit Financial first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.