Advisornet Financial
PFXF icon

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
Q3 		– Sell
-283
Closed -$5.05K – 1704
2026
Q2 		$5.05K Buy
283
+4
+1% +$73 ﹤0.01% 1763
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

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return
Concurrent Investment Advisors
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
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Advisornet Financial's PFXF Position: Q3 2026 in Review

Advisornet Financial sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2026, closing a stake of 283 shares — an estimated $5.05K sold.

Advisornet Financial first reported a position in PFXF in Q4 2017 and held it in 23 quarters. The position peaked at $1.37M in Q2 2018. 31 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

  • Advisornet Financial reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 283 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $5.05K.
  • Advisornet Financial first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2017 and held it in 23 quarters.
  • Advisornet Financial's VanEck Preferred Securities ex Financials ETF position peaked at $1.37M in Q2 2018.
  • 31 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.