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Wealthspire Advisors (New York)’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-5,937
Closed -$129K – 2349
2025
Q3 		$129K Buy
+5,937
New +$129K ﹤0.01% 929

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Wealthspire Advisors (New York)'s PFFA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2025, closing a stake of 5,937 shares — an estimated $129K sold.

Wealthspire Advisors (New York) first reported a position in PFFA in Q3 2025 and held it in 1 quarter. The position peaked at $129K in Q3 2025. 182 funds tracked by Wall St. Rank hold PFFA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,937 Virtus InfraCap US Preferred Stock ETF shares in Q4 2025, an estimated $129K.
  • Wealthspire Advisors (New York) first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Virtus InfraCap US Preferred Stock ETF position peaked at $129K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.