Whittier Trust’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Whittier Trust’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	$942K	Buy	44,860 +2,369	+6%	+$50.5K	0.01%	395
2026 Q1	$882K	Hold	42,491	–	–	0.01%	364
2025 Q4	$922K	Hold	42,491	–	–	0.01%	357
2025 Q3	$932K	Hold	42,491	–	–	0.01%	349
2025 Q2	$885K	Hold	42,491	–	–	0.01%	403
2025 Q1	$901K	Hold	42,491	–	–	0.01%	392
2024 Q4	$930K	Hold	42,491	–	–	0.01%	394
2024 Q3	$970K	Hold	42,491	–	–	0.01%	390
2024 Q2	$893K	Buy	42,491 +3,731	+10%	+$77.9K	0.01%	381
2024 Q1	$812K	Buy	38,760 +38,460	+12,820%	+$803K	0.01%	398
2023 Q4	$6.21K	Buy	+300	New	+$5.76K	﹤0.01%	1297

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

Whittier Trust's PFFA Position: Q2 2026 in Review

Whittier Trust increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 5.6% in Q2 2026, buying an estimated $50.5K and bringing the position to 44,860 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #395.

Whittier Trust first reported a position in PFFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $970K in Q3 2024. 204 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

Whittier Trust held 44,860 shares of Virtus InfraCap US Preferred Stock ETF worth $942K as of Q2 2026.
Whittier Trust bought 2,369 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $50.5K.
Virtus InfraCap US Preferred Stock ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #395 holding.
Whittier Trust first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2023 and has held it in 11 quarters since.
Whittier Trust's Virtus InfraCap US Preferred Stock ETF position peaked at $970K in Q3 2024.
204 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.