Triumph Capital Management PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF

Ownership history in Triumph Capital Management  ·  8 quarters on record

AI Ownership Summary

Triumph Capital Management reported VIRTUS INFRACAP U.S. PREFERRED STOCK ETF (PFFA) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.15% in 2025 Q1. The latest visible filing shows PFFA at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in VIRTUS INFRACAP U.S. PREFERRED STOCK ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PFFA was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Triumph Capital Management held PFFA — position size vs. price
% of Fund (quarterly)    PFFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 23,149 +286 +1.3% 0.09% $476K 2026-07-21 $20.64
2026 Q1 ADDED 22,863 +861 +3.9% 0.09% $465K 2026-05-13 $21.25
2025 Q4 ADDED 22,002 +66 +0.3% 0.10% $474K 2026-02-12 $20.71
2025 Q3 ADDED 21,936 +518 +2.4% 0.12% $476K 2025-11-17 $19.96
2025 Q2 ADDED 21,418 +15 +0.1% 0.13% $446K 2025-07-09 $19.19
2025 Q1 ADDED 21,403 +2,095 +10.9% 0.15% $454K 2025-05-06 $18.41
2024 Q4 ADDED 19,308 +7,531 +63.9% 0.14% $423K 2025-02-14 $19.17
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Triumph Capital Management and PFFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning PFFA?

Triumph Capital Management reported PFFA across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported PFFA position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for PFFA was 0.15% in 2025 Q1.

What is the latest reported PFFA position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 23,149 shares, equal to 0.09% of portfolio, with an estimated market value of $476K.

What does the chart on this PFFA ownership page compare?

The chart compares Triumph Capital Management's quarterly PFFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triumph Capital Management time their PFFA position?

Based on 13F filing dates vs. subsequent PFFA price moves, Triumph Capital Management correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on PFFA relative to SPY over the holding period was -9.6%.

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