Acorn Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$247K Sell
13,847
-297
-2% -$5.46K 0.06% 266
2026
Q1
$248K Sell
14,144
-57
-0.4% -$1.03K 0.07% 233
2025
Q4
$251K Sell
14,201
-127
-0.9% -$2.25K 0.07% 237
2025
Q3
$255K Sell
14,328
-125
-0.9% -$2.21K 0.08% 236
2025
Q2
$247K Sell
14,453
-720
-5% -$11.9K 0.09% 210
2025
Q1
$254K Sell
15,173
-621
-4% -$10.7K 0.11% 197
2024
Q4
$272K Sell
15,794
-201
-1% -$3.62K 0.11% 188
2024
Q3
$292K Buy
15,995
+2,685
+20% +$47.3K 0.13% 174
2024
Q2
$230K Buy
13,310
+3
+0% +$52 0.11% 181
2024
Q1
$235K Sell
13,307
-317
-2% -$5.57K 0.12% 175
2023
Q4
$234K Sell
13,624
-369
-3% -$6.11K 0.14% 164
2023
Q3
$235K Buy
13,993
+432
+3% +$7.44K 0.16% 154
2023
Q2
$240K Buy
+13,561
New +$235K 0.16% 144

Other funds holding PFXF

Acorn Wealth Advisors's PFXF Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 2.1% in Q2 2026, selling an estimated $5.46K and leaving 13,847 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #266.

Acorn Wealth Advisors first reported a position in PFXF in Q2 2023 and has held it in 13 quarters since. The position peaked at $292K in Q3 2024. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Acorn Wealth Advisors held 13,847 shares of VanEck Preferred Securities ex Financials ETF worth $247K as of Q2 2026.
  • Acorn Wealth Advisors sold 297 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $5.46K.
  • VanEck Preferred Securities ex Financials ETF made up 0.06% of Acorn Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • Acorn Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2023 and has held it in 13 quarters since.
  • Acorn Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $292K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.