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U.S. Capital Wealth Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

U.S. Capital Wealth Advisors’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 		$838K Buy
41,181
+16,729
+68% +$359K 0.02% 562
2025
Q4 		$527K Buy
24,452
+739
+3% +$15.9K 0.01% 646
2025
Q3 		$515K Buy
+23,713
New +$514K 0.01% 633
2025
Q2 		– Sell
-153,038
Closed -$3.25M – 926
2025
Q1 		$3.25M Sell
153,038
-25,330
-14% -$556K 0.1% 210
2024
Q4 		$3.91M Buy
178,368
+460
+0.3% +$10.4K 0.12% 185
2024
Q3 		$4.06M Buy
177,908
+3,508
+2% +$76.5K 0.14% 149
2024
Q2 		$3.67M Buy
174,400
+42,990
+33% +$898K 0.14% 147
2024
Q1 		$2.75M Buy
131,410
+770
+0.6% +$16.1K 0.11% 183
2023
Q4 		$2.71M Sell
130,640
-8,130
-6% -$156K 0.11% 185
2023
Q3 		$2.68M Buy
138,770
+250
+0.2% +$4.9K 0.12% 163
2023
Q2 		$2.72M Buy
138,520
+6,200
+5% +$117K 0.13% 165
2023
Q1 		$2.56M Sell
132,320
-1,895
-1% -$38K 0.12% 168
2022
Q4 		$2.43M Buy
134,215
+42,455
+46% +$801K 0.11% 176
2022
Q3 		$1.75M Buy
91,760
+27,200
+42% +$588K 0.09% 216
2022
Q2 		$1.36M Buy
64,560
+1,500
+2% +$33.8K 0.06% 293
2022
Q1 		$1.52M Buy
63,060
+14,430
+30% +$347K 0.06% 322
2021
Q4 		$1.22M Buy
48,630
+6,850
+16% +$171K 0.05% 355
2021
Q3 		$1.04M Buy
+41,780
New +$1.05M 0.05% 376

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Stifel Financial
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
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

U.S. Capital Wealth Advisors's PFFA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 68% in Q1 2026, buying an estimated $359K and bringing the position to 41,181 shares worth $838K. The position accounts for 0.02% of the portfolio, ranked #562.

U.S. Capital Wealth Advisors first reported a position in PFFA in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.06M in Q3 2024. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

  • U.S. Capital Wealth Advisors held 41,181 shares of Virtus InfraCap US Preferred Stock ETF worth $838K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 16,729 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $359K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #562 holding.
  • U.S. Capital Wealth Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2021 and has held it in 18 quarters since.
  • U.S. Capital Wealth Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $4.06M in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.