Ameritas Investment Company’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Ameritas Investment Company’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
2020 Q2	–	Sell	-505	Closed	-$8K	–	1232
2020 Q1	$8K	Hold	505	–	–	﹤0.01%	1270
2019 Q4	$10K	Hold	505	–	–	﹤0.01%	748
2019 Q3	$10K	Buy	+505	New	+$10.1K	﹤0.01%	1123
2019 Q1	–	Sell	-1,465	Closed	-$26K	–	1552
2018 Q4	$26K	Buy	+1,465	New	+$27K	0.01%	792

Other funds holding PFXF

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TYCC

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

1IA

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

Ameritas Investment Company's PFXF Position: Q2 2020 in Review

Ameritas Investment Company sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2020, closing a stake of 505 shares — an estimated $8K sold.

Ameritas Investment Company first reported a position in PFXF in Q4 2018 and held it in 4 quarters. The position peaked at $26K in Q4 2018. 95 funds tracked by Wall St. Rank hold PFXF as of Q2 2020.

Ameritas Investment Company reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 505 VanEck Preferred Securities ex Financials ETF shares in Q2 2020, an estimated $8K.
Ameritas Investment Company first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2018 and held it in 4 quarters.
Ameritas Investment Company's VanEck Preferred Securities ex Financials ETF position peaked at $26K in Q4 2018.
95 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.