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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
Q2 		– Sell
-123,698
Closed -$2.17M – 96
2026
Q1 		$2.17M Buy
+123,698
New +$2.24M 1.36% 14

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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's PFXF Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026, closing a stake of 123,698 shares — an estimated $2.17M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in PFXF in Q1 2026 and held it in 1 quarter. The position peaked at $2.17M in Q1 2026. 143 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2026 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 123,698 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $2.17M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2026 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's VanEck Preferred Securities ex Financials ETF position peaked at $2.17M in Q1 2026.
  • 143 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.