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WBI Investments’s InfraCap REIT Preferred ETF PFFR Stock Holding History

WBI Investments’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
2022
Q1 		– Sell
-8,700
Closed -$206K – 223
2021
Q4 		$206K Buy
+8,700
New +$208K 0.03% 169

Other funds holding PFFR

PWM
Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FW
FirstPurpose Wealth Orem, Utah $276M AUM 19.3% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

WBI Investments's PFFR Position: Q1 2022 in Review

WBI Investments sold out of InfraCap REIT Preferred ETF (PFFR) in Q1 2022, closing a stake of 8,700 shares — an estimated $206K sold.

WBI Investments first reported a position in PFFR in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 15 funds tracked by Wall St. Rank hold PFFR as of Q1 2022.

  • WBI Investments reported no remaining InfraCap REIT Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • WBI Investments sold 8,700 InfraCap REIT Preferred ETF shares in Q1 2022, an estimated $206K.
  • WBI Investments first reported a position in InfraCap REIT Preferred ETF in Q4 2021 and held it in 1 quarter.
  • WBI Investments's InfraCap REIT Preferred ETF position peaked at $206K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q1 2022.

Based on WBI Investments's 13F filing for Q1 2022, filed 2 May 2022.