West Financial Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

West Financial 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 Q2	$2.7K	Buy	131 +3	+2%	+$64	﹤0.01%	162
2026 Q1	$2.61K	Buy	128 +101	+374%	+$2.17K	﹤0.01%	159
2025 Q4	$591	Hold	27	–	–	﹤0.01%	227
2025 Q3	$581	Buy	27 +1	+4%	+$22	﹤0.01%	183
2025 Q2	$545	Buy	26 +1	+4%	+$21	﹤0.01%	199
2025 Q1	$541	Hold	25	–	–	﹤0.01%	195
2024 Q4	$546	Buy	25 +1	+4%	+$23	﹤0.01%	195
2024 Q3	$557	Hold	24	–	–	﹤0.01%	180
2024 Q2	$501	Buy	24 +1	+4%	+$21	﹤0.01%	152
2024 Q1	$488	Hold	23	–	–	﹤0.01%	147
2023 Q4	$467	Buy	23 +1	+5%	+$19	﹤0.01%	154
2023 Q3	$429	Hold	22	–	–	﹤0.01%	194
2023 Q2	$424	Buy	22 +1	+5%	+$19	﹤0.01%	177
2023 Q1	$407	Hold	21	–	–	﹤0.01%	160
2022 Q4	$372	Buy	21 +1	+5%	+$19	﹤0.01%	159
2022 Q3	$0	Buy	+20	New	+$432	﹤0.01%	187

Other funds holding PFFA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

West Financial Advisors's PFFA Position: Q2 2026 in Review

West Financial Advisors increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 2.3% in Q2 2026, buying an estimated $64 and bringing the position to 131 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

West Financial Advisors first reported a position in PFFA in Q3 2022 and has held it in 16 quarters since. 205 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

West Financial Advisors held 131 shares of Virtus InfraCap US Preferred Stock ETF worth $2.7K as of Q2 2026.
West Financial Advisors bought 3 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $64.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #162 holding.
West Financial Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2022 and has held it in 16 quarters since.
205 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.