SPL
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Superior Planning, LLC’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Superior Planning, LLC’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
Q3 		$1.43M Buy
+81,343
New +$1.45M 0.59% 35

Other funds holding PFXF

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State of Wisconsin - Board of Commissioners of Public Lands
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Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Goldstone Financial Group
Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return
Good Steward Wealth Advisors
Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return
Wealth Intelligence
Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return
Dougherty & Associates
Dougherty & Associates Spring Hill, Florida $127M AUM 17.45% 1-Year Est. Return

Superior Planning, LLC's PFXF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2026: 81,343 shares worth $1.43M. The stake represents 0.59% of the portfolio and ranks #35 among its holdings.

164 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

  • Superior Planning, LLC held 81,343 shares of VanEck Preferred Securities ex Financials ETF worth $1.43M as of Q3 2026.
  • VanEck Preferred Securities ex Financials ETF was a new Superior Planning, LLC position in Q3 2026.
  • VanEck Preferred Securities ex Financials ETF made up 0.59% of Superior Planning, LLC's portfolio in Q3 2026, its #35 holding.
  • 164 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.