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

Walser 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	$232K	Buy	+11,260	New	+$240K	0.1%	195

Other funds holding PFFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Walser Wealth Management opened a new position in Virtus InfraCap US Preferred Stock ETF (PFFA) in Q2 2026: 11,260 shares worth $232K. The stake represents 0.1% of the portfolio and ranks #195 among its holdings.

204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Walser Wealth Management held 11,260 shares of Virtus InfraCap US Preferred Stock ETF worth $232K as of Q2 2026.
Virtus InfraCap US Preferred Stock ETF was a new Walser Wealth Management position in Q2 2026.
Virtus InfraCap US Preferred Stock ETF made up 0.1% of Walser Wealth Management's portfolio in Q2 2026, its #195 holding.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.