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 Q3	$200K	Sell	11,399 -954	-8%	-$17K	0.04%	295
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

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Accel Wealth Management's PFXF Position: Q3 2026 in Review

Accel Wealth Management reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 7.7% in Q3 2026, selling an estimated $17K and leaving 11,399 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #295.

Accel Wealth Management first reported a position in PFXF in Q1 2021 and has held it in 23 quarters since. The position peaked at $386K in Q4 2021. 27 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Accel Wealth Management held 11,399 shares of VanEck Preferred Securities ex Financials ETF worth $200K as of Q3 2026.
Accel Wealth Management sold 954 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $17K.
VanEck Preferred Securities ex Financials ETF made up 0.04% of Accel Wealth Management's portfolio in Q3 2026, its #295 holding.
Accel Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2021 and has held it in 23 quarters since.
Accel Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $386K in Q4 2021.
27 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.