Accel Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
13,834
+7
| +0.1% | +$120 | 0.08% | 222 |
|
|
2025
Q1 | $232K | Sell |
13,827
-666
| -5% | -$11.2K | 0.08% | 218 |
|
|
2024
Q4 | $250K | Sell |
14,493
-265
| -2% | -$4.57K | 0.09% | 206 |
|
|
2024
Q3 | $269K | Sell |
14,758
-133
| -0.9% | -$2.43K | 0.1% | 195 |
|
|
2024
Q2 | $258K | Sell |
14,891
-249
| -2% | -$4.31K | 0.1% | 185 |
|
|
2024
Q1 | $268K | Buy |
15,140
+18
| +0.1% | +$318 | 0.11% | 166 |
|
|
2023
Q4 | $260K | Sell |
15,122
-1,617
| -10% | -$27.8K | 0.13% | 156 |
|
|
2023
Q3 | $281K | Sell |
16,739
-230
| -1% | -$3.87K | 0.16% | 129 |
|
|
2023
Q2 | $300K | Sell |
16,969
-267
| -2% | -$4.72K | 0.17% | 125 |
|
|
2023
Q1 | $304K | Sell |
17,236
-115
| -0.7% | -$2.03K | 0.12% | 164 |
|
|
2022
Q4 | $290K | Buy |
17,351
+15
| +0.1% | +$251 | 0.14% | 123 |
|
|
2022
Q3 | $306K | Buy |
17,336
+5
| +0% | +$88 | 0.16% | 122 |
|
|
2022
Q2 | $316K | Buy |
17,331
+6
| +0% | +$109 | 0.18% | 106 |
|
|
2022
Q1 | $353K | Sell |
17,325
-300
| -2% | -$6.11K | 0.18% | 98 |
|
|
2021
Q4 | $386K | Buy |
17,625
+305
| +2% | +$6.68K | 0.19% | 96 |
|
|
2021
Q3 | $368K | Buy |
17,320
+425
| +3% | +$9.03K | 0.24% | 77 |
|
|
2021
Q2 | $361K | Buy |
16,895
+10,550
| +166% | +$225K | 0.24% | 82 |
|
|
2021
Q1 | $132K | Buy |
+6,345
| New | +$132K | 0.11% | 179 |
|