1834 Investment Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

1834 Investment Advisors’s Portfolio PFXF Stock Details PFXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$261K	Sell	14,890 -1,128	-7%	-$20.4K	0.03%	197
2025 Q4	$283K	Hold	16,018	–	–	0.04%	194
2025 Q3	$285K	Hold	16,018	–	–	0.03%	192
2025 Q2	$274K	Hold	16,018	–	–	0.03%	195
2025 Q1	$268K	Sell	16,018 -666	-4%	-$11.5K	0.03%	192
2024 Q4	$288K	Hold	16,684	–	–	0.04%	193
2024 Q3	$305K	Sell	16,684 -10,775	-39%	-$190K	0.04%	194
2024 Q2	$475K	Sell	27,459 -12,441	-31%	-$216K	0.06%	169
2024 Q1	$706K	Sell	39,900 -56,744	-59%	-$996K	0.08%	140
2023 Q4	$1.66M	Sell	96,644 -36,493	-27%	-$604K	0.2%	94
2023 Q3	$2.24M	Sell	133,137 -33,511	-20%	-$577K	0.28%	81
2023 Q2	$2.94M	Sell	166,648 -44,405	-21%	-$769K	0.35%	69
2023 Q1	$3.73M	Sell	211,053 -33,164	-14%	-$589K	0.45%	60
2022 Q4	$4.08M	Sell	244,217 -114,482	-32%	-$1.95M	0.58%	55
2022 Q3	$6.17M	Sell	358,699 -355,478	-50%	-$6.59M	0.92%	39
2022 Q2	$12.9M	Sell	714,177 -13,343	-2%	-$254K	1.82%	13
2022 Q1	$14.9M	Buy	727,520 +4,729	+0.7%	+$96.8K	1.83%	11
2021 Q4	$15.8M	Buy	722,791 +9,968	+1%	+$215K	1.79%	11
2021 Q3	$15.1M	Buy	712,823 +101,739	+17%	+$2.18M	1.84%	10
2021 Q2	$13M	Buy	611,084 +80,199	+15%	+$1.69M	1.58%	13
2021 Q1	$11M	Buy	530,885 +211,046	+66%	+$4.31M	1.43%	19
2020 Q4	$6.58M	Buy	319,839 +31,067	+11%	+$620K	0.88%	42
2020 Q3	$5.54M	Buy	288,772 +79,418	+38%	+$1.51M	0.81%	42
2020 Q2	$3.81M	Buy	209,354 +10,495	+5%	+$189K	0.6%	52
2020 Q1	$3.28M	Sell	198,859 -3,854	-2%	-$74K	0.62%	49
2019 Q4	$4.1M	Buy	202,713 +76,317	+60%	+$1.53M	0.63%	49
2019 Q3	$2.57M	Buy	126,396 +71,888	+132%	+$1.44M	0.37%	64
2019 Q2	$1.08M	Buy	+54,508	New	+$1.06M	0.16%	90

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

1834 Investment Advisors's PFXF Position: Q1 2026 in Review

1834 Investment Advisors reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 7% in Q1 2026, selling an estimated $20.4K and leaving 14,890 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #197.

1834 Investment Advisors first reported a position in PFXF in Q2 2019 and has held it in 28 quarters since. The position peaked at $15.8M in Q4 2021. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

1834 Investment Advisors held 14,890 shares of VanEck Preferred Securities ex Financials ETF worth $261K as of Q1 2026.
1834 Investment Advisors sold 1,128 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $20.4K.
VanEck Preferred Securities ex Financials ETF made up 0.03% of 1834 Investment Advisors's portfolio in Q1 2026, its #197 holding.
1834 Investment Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2019 and has held it in 28 quarters since.
1834 Investment Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $15.8M in Q4 2021.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.