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SVB Wealth’s InfraCap REIT Preferred ETF PFFR Stock Holding History

SVB Wealth’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
2023
Q2 		– Sell
-27,343
Closed -$460K – 982
2023
Q1 		$460K Hold
27,343
– – 0.01% 557
2022
Q4 		$458K Buy
+27,343
New +$462K 0.01% 586

Other funds holding PFFR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
FW
FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EA
Eudaimonia Advisors Winchester, Tennessee $188M AUM 21.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SVB Wealth's PFFR Position: Q2 2023 in Review

SVB Wealth sold out of InfraCap REIT Preferred ETF (PFFR) in Q2 2023, closing a stake of 27,343 shares — an estimated $460K sold.

SVB Wealth first reported a position in PFFR in Q4 2022 and held it in 2 quarters. The position peaked at $460K in Q1 2023. 15 funds tracked by Wall St. Rank hold PFFR as of Q2 2023.

  • SVB Wealth reported no remaining InfraCap REIT Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 27,343 InfraCap REIT Preferred ETF shares in Q2 2023, an estimated $460K.
  • SVB Wealth first reported a position in InfraCap REIT Preferred ETF in Q4 2022 and held it in 2 quarters.
  • SVB Wealth's InfraCap REIT Preferred ETF position peaked at $460K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.