Apollon Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $855K | Sell |
49,914
-4,879
| -9% | -$83.5K | 0.02% | 600 |
|
2025
Q1 | $918K | Sell |
54,793
-30,183
| -36% | -$506K | 0.02% | 532 |
|
2024
Q4 | $1.47M | Buy |
84,976
+8,262
| +11% | +$143K | 0.03% | 407 |
|
2024
Q3 | $1.4M | Buy |
76,714
+30,348
| +65% | +$554K | 0.04% | 390 |
|
2024
Q2 | $802K | Buy |
46,366
+4,352
| +10% | +$75.3K | 0.02% | 534 |
|
2024
Q1 | $743K | Sell |
42,014
-1,010
| -2% | -$17.9K | 0.02% | 556 |
|
2023
Q4 | $739K | Sell |
43,024
-35
| -0.1% | -$601 | 0.03% | 548 |
|
2023
Q3 | $724K | Buy |
43,059
+3,076
| +8% | +$51.7K | 0.04% | 454 |
|
2023
Q2 | $706K | Buy |
39,983
+4,593
| +13% | +$81.2K | 0.03% | 504 |
|
2023
Q1 | $625K | Buy |
35,390
+655
| +2% | +$11.6K | 0.04% | 464 |
|
2022
Q4 | $580K | Buy |
+34,735
| New | +$580K | 0.04% | 460 |
|