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 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TradeWell Securities's PFFA Position: Q2 2026 in Review

TradeWell Securities increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 10% in Q2 2026, buying an estimated $161K and bringing the position to 81,913 shares worth $1.68M. The position accounts for 0.6% of the portfolio, ranked #26.

TradeWell Securities first reported a position in PFFA in Q4 2024 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

TradeWell Securities held 81,913 shares of Virtus InfraCap US Preferred Stock ETF worth $1.68M as of Q2 2026.
TradeWell Securities bought 7,576 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $161K.
Virtus InfraCap US Preferred Stock ETF made up 0.6% of TradeWell Securities's portfolio in Q2 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 7 quarters since.
99 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.