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Wingate Wealth Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-380
Closed -$8.32K – 323
2024
Q4 		$8.32K Buy
+380
New +$8.59K 0.01% 353

Other funds holding PFFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Wingate Wealth Advisors's PFFA Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q1 2025, closing a stake of 380 shares — an estimated $8.32K sold.

Wingate Wealth Advisors first reported a position in PFFA in Q4 2024 and held it in 1 quarter. The position peaked at $8.32K in Q4 2024. 152 funds tracked by Wall St. Rank hold PFFA as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 380 Virtus InfraCap US Preferred Stock ETF shares in Q1 2025, an estimated $8.32K.
  • Wingate Wealth Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $8.32K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.