Tucker Asset Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Tucker Asset Management’s Portfolio PFFR Stock Details PFFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$49.9K	Sell	2,771 -460	-14%	-$8.43K	0.01%	295
2025 Q3	$60.4K	Sell	3,231 -173	-5%	-$3.2K	0.02%	173
2025 Q2	$61K	Buy	+3,404	New	+$60.8K	0.02%	158
2025 Q1	–	Sell	-4,170	Closed	-$77.1K	–	750
2024 Q4	$77.1K	Sell	4,170 -50	-1%	-$969	0.01%	283
2024 Q3	$83.6K	Sell	4,220 -182	-4%	-$3.43K	0.02%	252
2024 Q2	$80.4K	Hold	4,402	–	–	0.02%	303
2024 Q1	$82.3K	Sell	4,402 -252	-5%	-$4.71K	0.02%	325
2023 Q4	$86.8K	Sell	4,654 -56	-1%	-$970	0.02%	243
2023 Q3	$81.8K	Buy	4,710 +4,708	+235,400%	+$82.4K	0.02%	245
2023 Q2	$35	Hold	2	–	–	﹤0.01%	1135
2023 Q1	$32	Hold	2	–	–	﹤0.01%	1155
2022 Q4	$31	Sell	2 -24	-92%	-$406	﹤0.01%	817
2022 Q3	$433	Hold	26	–	–	﹤0.01%	748
2022 Q2	$493	Buy	26 +1	+4%	+$20	﹤0.01%	588
2022 Q1	$553	Buy	+25	New	+$561	﹤0.01%	529

Other funds holding PFFR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Tucker Asset Management's PFFR Position: Q4 2025 in Review

Tucker Asset Management reduced its InfraCap REIT Preferred ETF (PFFR) stake by 14% in Q4 2025, selling an estimated $8.43K and leaving 2,771 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #295.

Tucker Asset Management first reported a position in PFFR in Q1 2022 and has held it in 15 quarters since. The position peaked at $86.8K in Q4 2023. 34 funds tracked by Wall St. Rank hold PFFR as of Q4 2025.

Tucker Asset Management held 2,771 shares of InfraCap REIT Preferred ETF worth $49.9K as of Q4 2025.
Tucker Asset Management sold 460 InfraCap REIT Preferred ETF shares in Q4 2025, an estimated $8.43K.
InfraCap REIT Preferred ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #295 holding.
Tucker Asset Management first reported a position in InfraCap REIT Preferred ETF in Q1 2022 and has held it in 15 quarters since.
Tucker Asset Management's InfraCap REIT Preferred ETF position peaked at $86.8K in Q4 2023.
34 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.