Wealth Enhancement Advisory Services
PFFR icon

Wealth Enhancement Advisory Services’s InfraCap REIT Preferred ETF PFFR Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$2.82M Buy
158,965
+801
+0.5% +$14.1K ﹤0.01% 1360
2026
Q1 		$2.73M Sell
158,164
-12,718
-7% -$228K 0.01% 1224
2025
Q4 		$3.08M Sell
170,882
-14,117
-8% -$259K ﹤0.01% 1273
2025
Q3 		$3.48M Buy
184,999
+17,836
+11% +$330K 0.01% 1141
2025
Q2 		$3.01M Sell
167,163
-1,072
-0.6% -$19.2K 0.01% 1142
2025
Q1 		$3.05M Buy
168,235
+2,251
+1% +$41.9K 0.01% 1036
2024
Q4 		$3.07M Buy
165,984
+121,546
+274% +$2.35M 0.01% 988
2024
Q3 		$880K Buy
+44,438
New +$838K ﹤0.01% 1476

Other funds holding PFFR

KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BW
BXM Wealth Englewood, Colorado $184M AUM 36.28% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFFR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its InfraCap REIT Preferred ETF (PFFR) stake by 0.51% in Q2 2026, buying an estimated $14.1K and bringing the position to 158,965 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Wealth Enhancement Advisory Services first reported a position in PFFR in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.48M in Q3 2025. 6 funds tracked by Wall St. Rank hold PFFR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 158,965 shares of InfraCap REIT Preferred ETF worth $2.82M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 801 InfraCap REIT Preferred ETF shares in Q2 2026, an estimated $14.1K.
  • InfraCap REIT Preferred ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1360 holding.
  • Wealth Enhancement Advisory Services first reported a position in InfraCap REIT Preferred ETF in Q3 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's InfraCap REIT Preferred ETF position peaked at $3.48M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.