AWM
PFXF icon

Accel Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Accel Wealth Management’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 		$220K Sell
12,353
-445
-3% -$8.18K 0.05% 276
2026
Q1 		$224K Buy
12,798
+3
+0% +$54 0.06% 255
2025
Q4 		$226K Sell
12,795
-1,045
-8% -$18.5K 0.06% 253
2025
Q3 		$246K Buy
13,840
+6
+0% +$106 0.07% 233
2025
Q2 		$237K Buy
13,834
+7
+0.1% +$116 0.08% 222
2025
Q1 		$232K Sell
13,827
-666
-5% -$11.5K 0.08% 218
2024
Q4 		$250K Sell
14,493
-265
-2% -$4.77K 0.09% 206
2024
Q3 		$269K Sell
14,758
-133
-0.9% -$2.34K 0.1% 195
2024
Q2 		$258K Sell
14,891
-249
-2% -$4.32K 0.1% 185
2024
Q1 		$268K Buy
15,140
+18
+0.1% +$316 0.11% 166
2023
Q4 		$260K Sell
15,122
-1,617
-10% -$26.8K 0.13% 156
2023
Q3 		$281K Sell
16,739
-230
-1% -$3.96K 0.16% 129
2023
Q2 		$300K Sell
16,969
-267
-2% -$4.63K 0.17% 125
2023
Q1 		$304K Sell
17,236
-115
-0.7% -$2.04K 0.12% 164
2022
Q4 		$290K Buy
17,351
+15
+0.1% +$256 0.14% 123
2022
Q3 		$306K Buy
17,336
+5
+0% +$93 0.16% 122
2022
Q2 		$316K Buy
17,331
+6
+0% +$114 0.18% 106
2022
Q1 		$353K Sell
17,325
-300
-2% -$6.14K 0.18% 98
2021
Q4 		$386K Buy
17,625
+305
+2% +$6.56K 0.19% 96
2021
Q3 		$368K Buy
17,320
+425
+3% +$9.12K 0.24% 77
2021
Q2 		$361K Buy
16,895
+10,550
+166% +$222K 0.24% 82
2021
Q1 		$132K Buy
+6,345
New +$130K 0.11% 179

Other funds holding PFXF

WI
Wealth Intelligence Columbus, Georgia $215M AUM
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return