TrustCore Financial Services’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

TrustCore Financial Services’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
2022 Q4	$8.13K	Buy	448 +91	+25%	+$1.72K	﹤0.01%	753
2022 Q3	$7K	Buy	357 +126	+55%	+$2.72K	﹤0.01%	819
2022 Q2	$5K	Buy	231 +4	+2%	+$90	﹤0.01%	853
2022 Q1	$5K	Buy	+227	New	+$5.45K	﹤0.01%	856

Other funds holding PFFA

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

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

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

PWM

Peterson Wealth Management Sparks, Nevada $215M AUM 17.58% 1-Year Est. Return

SIS

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

IFG

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

TrustCore Financial Services's PFFA Position: Q4 2022 in Review

TrustCore Financial Services increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 25% in Q4 2022, buying an estimated $1.72K and bringing the position to 448 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

TrustCore Financial Services first reported a position in PFFA in Q1 2022 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold PFFA as of Q4 2022.

TrustCore Financial Services held 448 shares of Virtus InfraCap US Preferred Stock ETF worth $8.13K as of Q4 2022.
TrustCore Financial Services bought 91 Virtus InfraCap US Preferred Stock ETF shares in Q4 2022, an estimated $1.72K.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #753 holding.
TrustCore Financial Services first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2022 and has held it in 4 quarters since.
69 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.