Apella Capital’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Apella Capital’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
2026 Q3	$4.03M	Sell	228,038 -15,781	-6%	-$281K	0.05%	197
2026 Q2	$4.33M	Sell	243,819 -4,174	-2%	-$76.7K	0.06%	177
2026 Q1	$4.55M	Sell	247,993 -6,572	-3%	-$119K	0.07%	169
2025 Q4	$4.5M	Buy	+254,565	New	+$4.51M	0.09%	140

Other funds holding PFXF

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Measured Risk Portfolios San Diego, California $93.8M AUM 7.05% 1-Year Est. Return

Apella Capital's PFXF Position: Q3 2026 in Review

Apella Capital reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 6.5% in Q3 2026, selling an estimated $281K and leaving 228,038 shares worth $4.03M. The position accounts for 0.05% of the portfolio, ranked #197.

Apella Capital first reported a position in PFXF in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.55M in Q1 2026. 46 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Apella Capital held 228,038 shares of VanEck Preferred Securities ex Financials ETF worth $4.03M as of Q3 2026.
Apella Capital sold 15,781 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $281K.
VanEck Preferred Securities ex Financials ETF made up 0.05% of Apella Capital's portfolio in Q3 2026, its #197 holding.
Apella Capital first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2025 and has held it in 4 quarters since.
Apella Capital's VanEck Preferred Securities ex Financials ETF position peaked at $4.55M in Q1 2026.
46 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.