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Tradition Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Tradition Wealth Management’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
Q4 		– Sell
-10,223
Closed -$233K – 438
2024
Q3 		$233K Buy
10,223
+46
+0.5% +$1K 0.02% 366
2024
Q2 		$214K Sell
10,177
-1,339
-12% -$28K 0.02% 372
2024
Q1 		$241K Sell
11,516
-1,017
-8% -$21.2K 0.02% 339
2023
Q4 		$260K Buy
12,533
+1,033
+9% +$19.8K 0.03% 292
2023
Q3 		$222K Buy
11,500
+47
+0.4% +$921 0.03% 290
2023
Q2 		$225K Sell
11,453
-6,120
-35% -$115K 0.03% 290
2023
Q1 		$340K Buy
17,573
+43
+0.2% +$862 0.04% 223
2022
Q4 		$318K Buy
17,530
+1,780
+11% +$33.6K 0.04% 215
2022
Q3 		$300K Sell
15,750
-1,961
-11% -$42.4K 0.05% 206
2022
Q2 		$374K Sell
17,711
-7,082
-29% -$159K 0.05% 188
2022
Q1 		$597K Buy
24,793
+4,783
+24% +$115K 0.08% 167
2021
Q4 		$503K Buy
20,010
+2,311
+13% +$57.6K 0.06% 185
2021
Q3 		$441K Buy
17,699
+13,709
+344% +$345K 0.06% 182
2021
Q2 		$100K Buy
3,990
+2,594
+186% +$63.8K 0.02% 391
2021
Q1 		$34K Buy
1,396
+1,014
+265% +$22.9K 0.01% 524
2020
Q4 		$8K Buy
+382
New +$7.93K ﹤0.01% 784

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

Tradition Wealth Management's PFFA Position: Q4 2024 in Review

Tradition Wealth Management sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2024, closing a stake of 10,223 shares — an estimated $233K sold.

Tradition Wealth Management first reported a position in PFFA in Q4 2020 and held it in 16 quarters. The position peaked at $597K in Q1 2022. 157 funds tracked by Wall St. Rank hold PFFA as of Q4 2024.

  • Tradition Wealth Management reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 10,223 Virtus InfraCap US Preferred Stock ETF shares in Q4 2024, an estimated $233K.
  • Tradition Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2020 and held it in 16 quarters.
  • Tradition Wealth Management's Virtus InfraCap US Preferred Stock ETF position peaked at $597K in Q1 2022.
  • 157 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2024.

Based on Tradition Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.