Virtus InfraCap U.S. Preferred Stock ETF

ETFis Series Trust I · 1 share class

Actively managed U.S. equity ETF
One fund, 1 share class:PFFA
$2.35B NAV
199 positions · as of 2026-04-30 · filed 2026-06-22

Fund classification

Classified from what the fund holds · as of 2026 Q2

Virtus InfraCap U.S. Preferred Stock ETF is an actively managed U.S. equity ETF. 100% of PFFA’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 99% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
ETF
Features
Non-diversified

Fund profile

As filed in the prospectus · 2026 Q1

Virtus InfraCap U.S. Preferred Stock ETF (the Fund ) seeks current income and, secondarily, capital appreciation.

Strategy · summarised

The fund invests at least 80% of its net assets in U.S. preferred stock, selecting issues based on competitive position, return on capital, profit stability, and cash generation; the sub-adviser also writes put and call options to generate income and hedge risk. The fund uses leverage, borrowing between 15% and 25% of net assets to purchase additional investments. Because the fund is non-diversified, it may concentrate a greater percentage of assets in any single issuer than a diversified fund, and performance depends materially on the success of those concentrated positions.

Expenses
2.48%one share class
Share classExpense ratioAs of
PFFA2.48%2025 Q1

Portfolio turnover 58.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

125.59%
of net assets
Stocks122.40%
Bonds2.49%
Cash & short-term0.70%

These positions come to 125.59% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Financials40.8%
Other19.1%
Real Estate10.2%
Information Technology5.8%
8 smaller24.1%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
100%of stock holdings in top-quartile growers
covering 99% of the fund’s equity
Earnings growth
0%of stock holdings in top-quartile growers
covering 99% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 14 new8 exited

Largest new: ORACLE CORP, FIRST HORIZON CORP, NEXTERA ENERGY CAPITAL HOLDINGS INC, CION INVESTMENT CORP, GOLDMAN SACHS FIN GOV 465, RBC BlueBay US Government Money Market Fund, NEXTERA ENERGY INC, BRIGHTSPRING HEALTH SERVICES INC

Exited: ELLINGTON FINANCIAL, SCE TRUST V, REGIONS FINANCIAL CORP, GLADSTONE INVESTMENT COR, EAGLE PT INCOME CO INC, ARMADA HOFFLER PROPERTIE, GLADSTONE LAND CORP, SOUTHERN CO

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+14.14%
3-year
+50.16%
5-year
+40.17%
Volatility
9.89%
Worst 3-yr fall
-6.87%
Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
7.01%
Avg maturity
14.73 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y8.5%
1-3y8.7%
3-5y30.2%
10y+52.6%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
FLAGSTAR BANK NA2.47%$57.96M
ENERGY TRANSFER LP2.44%$57.29M
FIRST CITIZENS BANCSHARES INC2.37%$55.61M
TELEPHONE & DATA SYSTEMS INC2.35%$55.09M
BANC OF CALIFORNIA INC2.31%$54.23M
KKR & CO. INC2.25%$52.77M
ALBEMARLE CORP2.07%$48.68M
RLJ LODGING TRUST2.07%$48.69M
APOLLO GLOBAL MANAGEMENT INC2.06%$48.37M
GLOBAL NET LEASE INC2.04%$47.76M
Showing 10 of 199Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 22.43% of net assets, top 25 48.59%, across 125 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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