WCG Wealth Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

WCG 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	$210K	Sell	10,333 -489	-5%	-$10.5K	0.01%	518
2025 Q4	$233K	Buy	+10,822	New	+$234K	0.01%	500
2025 Q3	–	Sell	-10,608	Closed	-$221K	–	357
2025 Q2	$221K	Buy	10,608 +131	+1%	+$2.69K	0.01%	327
2025 Q1	$222K	Sell	10,477 -443	-4%	-$9.72K	0.02%	279
2024 Q4	$239K	Sell	10,920 -94	-0.9%	-$2.13K	0.02%	291
2024 Q3	$251K	Buy	11,014 +172	+2%	+$3.75K	0.02%	303
2024 Q2	$228K	Buy	+10,842	New	+$226K	0.02%	273

Other funds holding PFFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

WCG Wealth Advisors's PFFA Position: Q1 2026 in Review

WCG Wealth Advisors reduced its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 4.5% in Q1 2026, selling an estimated $10.5K and leaving 10,333 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #518.

WCG Wealth Advisors first reported a position in PFFA in Q2 2024 and has held it in 7 quarters since. The position peaked at $251K in Q3 2024. 195 funds tracked by Wall St. Rank hold PFFA as of Q1 2026.

WCG Wealth Advisors held 10,333 shares of Virtus InfraCap US Preferred Stock ETF worth $210K as of Q1 2026.
WCG Wealth Advisors sold 489 Virtus InfraCap US Preferred Stock ETF shares in Q1 2026, an estimated $10.5K.
Virtus InfraCap US Preferred Stock ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q1 2026, its #518 holding.
WCG Wealth Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2024 and has held it in 7 quarters since.
WCG Wealth Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $251K in Q3 2024.
195 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.