AWM
PFXF icon

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

Accurate 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 		$490K Buy
+27,515
New +$506K 0.05% 351
2023
Q1 		– Sell
-77
Closed -$1.35K – 1078
2022
Q4 		$1.35K Buy
+77
New +$1.31K ﹤0.01% 1303

Other funds holding PFXF

WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Accurate Wealth Management's PFXF Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026: 27,515 shares worth $490K. The stake represents 0.05% of the portfolio and ranks #351 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in PFXF as recently as Q4 2022.

Accurate Wealth Management first reported a position in PFXF in Q4 2022 and has held it in 2 quarters since. 31 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Accurate Wealth Management held 27,515 shares of VanEck Preferred Securities ex Financials ETF worth $490K as of Q2 2026.
  • VanEck Preferred Securities ex Financials ETF was a new Accurate Wealth Management position in Q2 2026.
  • VanEck Preferred Securities ex Financials ETF made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #351 holding.
  • Accurate Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2022 and has held it in 2 quarters since.
  • 31 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.