Trask Adam Roland’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Trask Adam Roland’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 Q1	$1.15M	Buy	+56,609	New	+$1.22M	1.09%	23

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Trask Adam Roland's PFFA Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2026: 56,609 shares worth $1.15M. The stake represents 1.09% of the portfolio and ranks #23 among its holdings.

195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

Trask Adam Roland held 56,609 shares of Virtus InfraCap US Preferred Stock ETF worth $1.15M as of Q1 2026.
Virtus InfraCap US Preferred Stock ETF was a new Trask Adam Roland position in Q1 2026.
Virtus InfraCap US Preferred Stock ETF made up 1.09% of Trask Adam Roland's portfolio in Q1 2026, its #23 holding.
195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.