TradeWell Securities’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

TradeWell Securities’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	$1.89M	Buy	95,915 +14,002	+17%	+$290K	0.64%	26
2026 Q2	$1.68M	Buy	81,913 +7,576	+10%	+$161K	0.6%	26
2026 Q1	$1.52M	Buy	74,337 +6,594	+10%	+$142K	0.64%	24
2025 Q4	$1.46M	Buy	67,743 +10,326	+18%	+$223K	0.57%	26
2025 Q3	$1.26M	Buy	57,417 +13,414	+30%	+$291K	0.53%	25
2025 Q2	$917K	Buy	44,003 +2,342	+6%	+$48.1K	0.44%	25
2025 Q1	$884K	Buy	41,661 +5,426	+15%	+$119K	0.49%	24
2024 Q4	$794K	Buy	+36,235	New	+$819K	0.41%	24

Other funds holding PFFA

GAMC

Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

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

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Future Financial Wealth Management Cincinnati, Ohio $163M AUM 15.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

TradeWell Securities's PFFA Position: Q3 2026 in Review

TradeWell Securities increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 17% in Q3 2026, buying an estimated $290K and bringing the position to 95,915 shares worth $1.89M. The position accounts for 0.64% of the portfolio, ranked #26.

TradeWell Securities first reported a position in PFFA in Q4 2024 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold PFFA as of Q3 2026.

TradeWell Securities held 95,915 shares of Virtus InfraCap US Preferred Stock ETF worth $1.89M as of Q3 2026.
TradeWell Securities bought 14,002 Virtus InfraCap US Preferred Stock ETF shares in Q3 2026, an estimated $290K.
Virtus InfraCap US Preferred Stock ETF made up 0.64% of TradeWell Securities's portfolio in Q3 2026, its #26 holding.
TradeWell Securities first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and has held it in 8 quarters since.
80 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.