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Venturi Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Venturi Wealth Management’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
Q2 		$306K Buy
14,878
+777
+6% +$16.6K 0.01% 496
2026
Q1 		$287K Buy
14,101
+972
+7% +$20.9K 0.01% 482
2025
Q4 		$283K Sell
13,129
-247
-2% -$5.33K 0.01% 472
2025
Q3 		$290K Buy
13,376
+2,159
+19% +$46.8K 0.01% 445
2025
Q2 		$234K Buy
+11,217
New +$230K 0.01% 490

Other funds holding PFFA

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Venturi Wealth Management's PFFA Position: Q2 2026 in Review

Venturi Wealth Management increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 5.5% in Q2 2026, buying an estimated $16.6K and bringing the position to 14,878 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #496.

Venturi Wealth Management first reported a position in PFFA in Q2 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

  • Venturi Wealth Management held 14,878 shares of Virtus InfraCap US Preferred Stock ETF worth $306K as of Q2 2026.
  • Venturi Wealth Management bought 777 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $16.6K.
  • Virtus InfraCap US Preferred Stock ETF made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #496 holding.
  • Venturi Wealth Management first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2025 and has held it in 5 quarters since.
  • 47 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.