Alpha Cubed Investments’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Alpha Cubed Investments’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
2018 Q4	–	Sell	-10,000	Closed	-$188K	–	286
2018 Q3	$188K	Hold	10,000	–	–	0.02%	304
2018 Q2	$196K	Hold	10,000	–	–	0.03%	213
2018 Q1	$192K	Buy	+10,000	New	+$192K	0.03%	212

Other funds holding PFXF

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

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

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Alpha Cubed Investments's PFXF Position: Q4 2018 in Review

Alpha Cubed Investments sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2018, closing a stake of 10,000 shares — an estimated $188K sold.

Alpha Cubed Investments first reported a position in PFXF in Q1 2018 and held it in 3 quarters. The position peaked at $196K in Q2 2018. 73 funds tracked by Wall St. Rank hold PFXF as of Q4 2018.

Alpha Cubed Investments reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2018 after selling out during the quarter.
Alpha Cubed Investments sold 10,000 VanEck Preferred Securities ex Financials ETF shares in Q4 2018, an estimated $188K.
Alpha Cubed Investments first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2018 and held it in 3 quarters.
Alpha Cubed Investments's VanEck Preferred Securities ex Financials ETF position peaked at $196K in Q2 2018.
73 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2018.

Based on Alpha Cubed Investments's 13F filing for Q4 2018, filed 29 Jan 2019.