WT
PFFA icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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