World Equity Group’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

World Equity Group’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	$1.64M	Buy	79,787 +11,750	+17%	+$250K	0.37%	57
2026 Q1	$1.39M	Buy	68,037 +14,428	+27%	+$310K	0.36%	59
2025 Q4	$1.16M	Buy	53,609 +1,003	+2%	+$21.6K	0.32%	70
2025 Q3	$1.14M	Buy	52,606 +798	+2%	+$17.3K	0.26%	85
2025 Q2	$1.08M	Buy	51,808 +3,702	+8%	+$76.1K	0.29%	72
2025 Q1	$1.02M	Buy	48,106 +5,580	+13%	+$122K	0.29%	78
2024 Q4	$931K	Buy	42,526 +15,076	+55%	+$341K	0.2%	110
2024 Q3	$627K	Buy	+27,450	New	+$599K	0.23%	106

Other funds holding PFFA

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

OxenFree Capital Satellite Beach, Florida $218M AUM 18.6% 1-Year Est. Return

World Equity Group's PFFA Position: Q2 2026 in Review

World Equity Group increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 17% in Q2 2026, buying an estimated $250K and bringing the position to 79,787 shares worth $1.64M. The position accounts for 0.37% of the portfolio, ranked #57.

World Equity Group first reported a position in PFFA in Q3 2024 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold PFFA as of Q2 2026.

World Equity Group held 79,787 shares of Virtus InfraCap US Preferred Stock ETF worth $1.64M as of Q2 2026.
World Equity Group bought 11,750 Virtus InfraCap US Preferred Stock ETF shares in Q2 2026, an estimated $250K.
Virtus InfraCap US Preferred Stock ETF made up 0.37% of World Equity Group's portfolio in Q2 2026, its #57 holding.
World Equity Group first reported a position in Virtus InfraCap US Preferred Stock ETF in Q3 2024 and has held it in 8 quarters since.
47 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.