Advisornet Financial’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Advisornet Financial’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 Q1	$4.9K	Buy	279 +2	+0.7%	+$36	﹤0.01%	1736
2025 Q4	$4.89K	Buy	277 +7	+3%	+$124	﹤0.01%	1729
2025 Q3	$4.8K	Buy	270 +3	+1%	+$53	﹤0.01%	1704
2025 Q2	$4.57K	Buy	+267	New	+$4.43K	﹤0.01%	1690
2022 Q2	–	Sell	-935	Closed	-$19K	–	2075
2022 Q1	$19K	Sell	935 -34,500	-97%	-$706K	﹤0.01%	1267
2021 Q4	$775K	Sell	35,435 -700	-2%	-$15.1K	0.05%	314
2021 Q3	$767K	Hold	36,135	–	–	0.05%	287
2021 Q2	$771K	Hold	36,135	–	–	0.05%	309
2021 Q1	$752K	Buy	36,135 +1,000	+3%	+$20.4K	0.05%	289
2020 Q4	$723K	Buy	35,135 +1,250	+4%	+$24.9K	0.06%	277
2020 Q3	$650K	Sell	33,885 -12,977	-28%	-$247K	0.06%	295
2020 Q2	$853K	Sell	46,862 -4,189	-8%	-$75.5K	0.07%	246
2020 Q1	$842K	Sell	51,051 -652	-1%	-$12.5K	0.08%	220
2019 Q4	$1.04M	Sell	51,703 -4,595	-8%	-$92.4K	0.09%	213
2019 Q3	$1.14M	Sell	56,298 -6,151	-10%	-$123K	0.11%	187
2019 Q2	$1.24M	Buy	62,449 +1,084	+2%	+$21.1K	0.14%	151
2019 Q1	$1.19M	Sell	61,365 -2,799	-4%	-$53K	0.15%	154
2018 Q4	$1.14M	Sell	64,164 -5,557	-8%	-$103K	0.16%	141
2018 Q3	$1.35M	Sell	69,721 -145	-0.2%	-$2.84K	0.17%	119
2018 Q2	$1.37M	Buy	69,866 +2,456	+4%	+$47.1K	0.19%	111
2018 Q1	$1.3M	Buy	67,410 +34,330	+104%	+$660K	0.18%	110
2017 Q4	$650K	Buy	+33,080	New	+$658K	0.1%	175

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Advisornet Financial's PFXF Position: Q1 2026 in Review

Advisornet Financial increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 0.72% in Q1 2026, buying an estimated $36 and bringing the position to 279 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Advisornet Financial first reported a position in PFXF in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.37M in Q2 2018. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Advisornet Financial held 279 shares of VanEck Preferred Securities ex Financials ETF worth $4.9K as of Q1 2026.
Advisornet Financial bought 2 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $36.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1736 holding.
Advisornet Financial first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2017 and has held it in 22 quarters since.
Advisornet Financial's VanEck Preferred Securities ex Financials ETF position peaked at $1.37M in Q2 2018.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.