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

Toth Financial Advisory’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
Q3 		– Sell
-1,180
Closed -$24.3K – 1076
2026
Q2 		$24.3K Buy
+1,180
New +$25.1K ﹤0.01% 482

Other funds holding PFFA

Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Future Financial Wealth Management
Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Toth Financial Advisory's PFFA Position: Q3 2026 in Review

Toth Financial Advisory sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q3 2026, closing a stake of 1,180 shares — an estimated $24.3K sold.

Toth Financial Advisory first reported a position in PFFA in Q2 2026 and held it in 1 quarter. The position peaked at $24.3K in Q2 2026. 58 funds tracked by Wall St. Rank hold PFFA as of Q3 2026.

  • Toth Financial Advisory reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 1,180 Virtus InfraCap US Preferred Stock ETF shares in Q3 2026, an estimated $24.3K.
  • Toth Financial Advisory first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2026 and held it in 1 quarter.
  • Toth Financial Advisory's Virtus InfraCap US Preferred Stock ETF position peaked at $24.3K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.