World Investment Advisors’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

World Investment 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
2022 Q4	–	Sell	-10,508	Closed	-$200K	–	260
2022 Q3	$200K	Buy	10,508 +8	+0.1%	+$173	0.05%	232
2022 Q2	$238K	Sell	10,500 -3,000	-22%	-$67.5K	0.05%	228
2022 Q1	$325K	Hold	13,500	–	–	0.07%	196
2021 Q4	$321K	Hold	13,500	–	–	0.07%	196
2021 Q3	$336K	Buy	13,500 +1,600	+13%	+$40.3K	0.08%	173
2021 Q2	$299K	Buy	+11,900	New	+$292K	0.07%	189

Other funds holding PFFA

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWM

Peterson Wealth Management Sparks, Nevada $172M AUM 22.85% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

JFG

Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

IFG

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

World Investment Advisors's PFFA Position: Q4 2022 in Review

World Investment Advisors sold out of Virtus InfraCap US Preferred Stock ETF (PFFA) in Q4 2022, closing a stake of 10,508 shares — an estimated $200K sold.

World Investment Advisors first reported a position in PFFA in Q2 2021 and held it in 6 quarters. The position peaked at $336K in Q3 2021. 69 funds tracked by Wall St. Rank hold PFFA as of Q4 2022.

World Investment Advisors reported no remaining Virtus InfraCap US Preferred Stock ETF position as of Q4 2022 after selling out during the quarter.
World Investment Advisors sold 10,508 Virtus InfraCap US Preferred Stock ETF shares in Q4 2022, an estimated $200K.
World Investment Advisors first reported a position in Virtus InfraCap US Preferred Stock ETF in Q2 2021 and held it in 6 quarters.
World Investment Advisors's Virtus InfraCap US Preferred Stock ETF position peaked at $336K in Q3 2021.
69 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2022.

Based on World Investment Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.