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