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Swan Capital’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Swan Capital’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 		$7.17K Hold
352
– – ﹤0.01% 230
2025
Q4 		$7.59K Hold
352
– – ﹤0.01% 198
2025
Q3 		$7.64K Hold
352
– – ﹤0.01% 180
2025
Q2 		$7.33K Hold
352
– – ﹤0.01% 190
2025
Q1 		$7.47K Buy
352
+135
+62% +$2.96K ﹤0.01% 161
2024
Q4 		$4.75K Buy
217
+146
+206% +$3.3K ﹤0.01% 178
2024
Q3 		$1.63K Buy
+71
New +$1.55K ﹤0.01% 236

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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