WR Wealth Planners’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History

WR Wealth Planners’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
2024 Q4	$2.14K	Buy	98 +2	+2%	+$45	﹤0.01%	849
2024 Q3	$2.18K	Buy	96 +3	+3%	+$65	﹤0.01%	890
2024 Q2	$1.97K	Buy	93 +2	+2%	+$42	﹤0.01%	891
2024 Q1	$1.91K	Buy	+91	New	+$1.9K	﹤0.01%	884

Other funds holding PFFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SAM

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

ICA

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

WR Wealth Planners's PFFA Position: Q4 2024 in Review

WR Wealth Planners increased its Virtus InfraCap US Preferred Stock ETF (PFFA) stake by 2.1% in Q4 2024, buying an estimated $45 and bringing the position to 98 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

WR Wealth Planners first reported a position in PFFA in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.18K in Q3 2024. 157 funds tracked by Wall St. Rank hold PFFA as of Q4 2024.

WR Wealth Planners held 98 shares of Virtus InfraCap US Preferred Stock ETF worth $2.14K as of Q4 2024.
WR Wealth Planners bought 2 Virtus InfraCap US Preferred Stock ETF shares in Q4 2024, an estimated $45.
Virtus InfraCap US Preferred Stock ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #849 holding.
WR Wealth Planners first reported a position in Virtus InfraCap US Preferred Stock ETF in Q1 2024 and has held it in 4 quarters since.
WR Wealth Planners's Virtus InfraCap US Preferred Stock ETF position peaked at $2.18K in Q3 2024.
157 funds tracked by Wall St. Rank held Virtus InfraCap US Preferred Stock ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.