Ahrens Investment Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Ahrens Investment Partners’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
2022 Q2	–	Sell	-900	Closed	-$18K	–	1035
2022 Q1	$18K	Hold	900	–	–	0.01%	602
2021 Q4	$20K	Buy	+900	New	+$19.4K	0.01%	583

Other funds holding PFXF

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

Ahrens Investment Partners's PFXF Position: Q2 2022 in Review

Ahrens Investment Partners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2022, closing a stake of 900 shares — an estimated $18K sold.

Ahrens Investment Partners first reported a position in PFXF in Q4 2021 and held it in 2 quarters. The position peaked at $20K in Q4 2021. 133 funds tracked by Wall St. Rank hold PFXF as of Q2 2022.

Ahrens Investment Partners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2022 after selling out during the quarter.
Ahrens Investment Partners sold 900 VanEck Preferred Securities ex Financials ETF shares in Q2 2022, an estimated $18K.
Ahrens Investment Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2021 and held it in 2 quarters.
Ahrens Investment Partners's VanEck Preferred Securities ex Financials ETF position peaked at $20K in Q4 2021.
133 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2022.

Based on Ahrens Investment Partners's 13F filing for Q2 2022, filed 2 Aug 2022.