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TrueMark Investments’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

TrueMark Investments’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
2025
Q2 		– Sell
-62,152
Closed -$1.32M – 195
2025
Q1 		$1.32M Buy
+62,152
New +$1.36M 0.35% 85

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

TrueMark Investments's PFFA Position: Q2 2025 in Review

TrueMark Investments sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2025, closing a stake of 62,152 shares — an estimated $1.32M sold.

TrueMark Investments first reported a position in PFFA in Q1 2025 and held it in 1 quarter. The position peaked at $1.32M in Q1 2025. 151 funds tracked by Wall St. Rank hold PFFA as of Q2 2025.

  • TrueMark Investments reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q2 2025 after selling out during the quarter.
  • TrueMark Investments sold 62,152 Virtus InfraCap US Preferred Stock ETF shares in Q2 2025, an estimated $1.32M.
  • TrueMark Investments first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2025 and held it in 1 quarter.
  • TrueMark Investments's Virtus InfraCap US Preferred Stock ETF position peaked at $1.32M in Q1 2025.
  • 151 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2025.

Based on TrueMark Investments's 13F filing for Q2 2025, filed 29 Jul 2025.