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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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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. 205 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.
  • 205 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.