Tempus Wealth Planning’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Tempus Wealth Planning’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
2024 Q2	–	Sell	-30,000	Closed	-$629K	–	215
2024 Q1	$629K	Hold	30,000	–	–	0.28%	94
2023 Q4	$621K	Buy	+30,000	New	+$576K	0.27%	89

Other funds holding PFFA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Tempus Wealth Planning's PFFA Position: Q2 2024 in Review

Tempus Wealth Planning sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2024, closing a stake of 30,000 shares — an estimated $629K sold.

Tempus Wealth Planning first reported a position in PFFA in Q4 2023 and held it in 2 quarters. The position peaked at $629K in Q1 2024. 117 funds tracked by Wall St. Rank hold PFFA as of Q2 2024.

Tempus Wealth Planning reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2024 after selling out during the quarter.
Tempus Wealth Planning sold 30,000 Virtus InfraCap US Preferred Stock ETF shares in Q2 2024, an estimated $629K.
Tempus Wealth Planning first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2023 and held it in 2 quarters.
Tempus Wealth Planning's Virtus InfraCap US Preferred Stock ETF position peaked at $629K in Q1 2024.
117 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2024.

Based on Tempus Wealth Planning's 13F filing for Q2 2024, filed 25 Jul 2024.