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Altus Wealth Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Altus Wealth Group’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
2021
Q1 		– Sell
-71
Closed -$1K – 612
2020
Q4 		$1K Buy
+71
New +$1.42K ﹤0.01% 813

Other funds holding PFXF

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altus Wealth Group's PFXF Position: Q1 2021 in Review

Altus Wealth Group sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2021, closing a stake of 71 shares — an estimated $1K sold.

Altus Wealth Group first reported a position in PFXF in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 116 funds tracked by Wall St. Rank hold PFXF as of Q1 2021.

  • Altus Wealth Group reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 71 VanEck Preferred Securities ex Financials ETF shares in Q1 2021, an estimated $1K.
  • Altus Wealth Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's VanEck Preferred Securities ex Financials ETF position peaked at $1K in Q4 2020.
  • 116 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.