V Wealth Advisors’s InfraCap REIT Preferred ETF PFFR Stock Holding History

V Wealth Advisors’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
2020 Q1	–	Sell	-9,817	Closed	-$248K	–	362
2019 Q4	$248K	Hold	9,817	–	–	0.09%	236
2019 Q3	$248K	Buy	+9,817	New	+$246K	0.09%	236

Other funds holding PFFR

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

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

V Wealth Advisors's PFFR Position: Q1 2020 in Review

V Wealth Advisors sold out of InfraCap REIT Preferred ETF (PFFR) in Q1 2020, closing a stake of 9,817 shares — an estimated $248K sold.

V Wealth Advisors first reported a position in PFFR in Q3 2019 and held it in 2 quarters. The position peaked at $248K in Q4 2019. 14 funds tracked by Wall St. Rank hold PFFR as of Q1 2020.

V Wealth Advisors reported no remaining InfraCap REIT Preferred ETF position as of Q1 2020 after selling out during the quarter.
V Wealth Advisors sold 9,817 InfraCap REIT Preferred ETF shares in Q1 2020, an estimated $248K.
V Wealth Advisors first reported a position in InfraCap REIT Preferred ETF in Q3 2019 and held it in 2 quarters.
V Wealth Advisors's InfraCap REIT Preferred ETF position peaked at $248K in Q4 2019.
14 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2020.

Based on V Wealth Advisors's 13F filing for Q1 2020, filed 12 May 2020.