AE Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
|
|||||
2025
Q1 | $23.3K | Sell |
|
|||||
2024
Q4 | $31.6K | Buy |
|
|||||
2024
Q1 | – | Sell |
|
|||||
2023
Q4 | $380K | Buy |
|
|||||
2023
Q3 | $230K | Sell |
|
|||||
2023
Q2 | $5.91M | Buy |
|
|||||
2023
Q1 | $3.75M | Buy |
|
|||||
2020
Q3 | – | Sell |
|
|||||
2020
Q2 | $356K | Sell |
|
|||||
2020
Q1 | $365K | Buy |
|
|||||
2019
Q4 | $309K | Buy |
|
|||||
2019
Q3 | $296K | Sell |
|
|||||
2019
Q2 | $289K | Buy |
|
|||||
2019
Q1 | – | Sell |
|
|||||
2018
Q4 | $218K | Sell |
|
|||||
2018
Q3 | $450K | Buy |
|
|||||
2017
Q3 | – | Sell |
|
|||||
2017
Q2 | $211K | Buy |
|