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
Q3 		$1.62M Sell
97,291
-61,674
-39% -$1.08M ﹤0.01% 1827
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

Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return
Roxbury Financial
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFFR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its InfraCap REIT Preferred ETF (PFFR) stake by 39% in Q3 2026, selling an estimated $1.08M and leaving 97,291 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Wealth Enhancement Advisory Services first reported a position in PFFR in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.48M in Q3 2025. 4 funds tracked by Wall St. Rank hold PFFR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 97,291 shares of InfraCap REIT Preferred ETF worth $1.62M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 61,674 InfraCap REIT Preferred ETF shares in Q3 2026, an estimated $1.08M.
  • InfraCap REIT Preferred ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1827 holding.
  • Wealth Enhancement Advisory Services first reported a position in InfraCap REIT Preferred ETF in Q3 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's InfraCap REIT Preferred ETF position peaked at $3.48M in Q3 2025.
  • 4 funds tracked by Wall St. Rank held InfraCap REIT Preferred ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.