Ariadne Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Ariadne Wealth Management’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	$504K	Hold	28,750	–	–	0.22%	117
2026 Q2	$513K	Hold	28,750	–	–	0.23%	111
2026 Q1	$504K	Hold	28,750	–	–	0.23%	101
2025 Q4	$526K	Hold	28,750	–	–	0.22%	99
2025 Q3	$504K	Hold	28,750	–	–	0.23%	96
2025 Q2	$510K	Hold	28,750	–	–	0.24%	89
2025 Q1	$480K	Hold	28,750	–	–	0.25%	90
2024 Q4	$498K	Hold	28,750	–	–	0.23%	86
2024 Q3	$521K	Hold	28,750	–	–	0.28%	67
2024 Q2	$497K	Buy	+28,750	New	+$498K	0.38%	60

Other funds holding PFXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Ariadne Wealth Management's PFXF Position: Q3 2026 in Review

Ariadne Wealth Management held its VanEck Preferred Securities ex Financials ETF (PFXF) position steady in Q3 2026 at 28,750 shares worth $504K. The position accounts for 0.22% of the portfolio, ranked #117.

Ariadne Wealth Management first reported a position in PFXF in Q2 2024 and has held it in 10 quarters since. The position peaked at $526K in Q4 2025. 145 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Ariadne Wealth Management held 28,750 shares of VanEck Preferred Securities ex Financials ETF worth $504K as of Q3 2026.
Ariadne Wealth Management left its VanEck Preferred Securities ex Financials ETF share count unchanged in Q3 2026.
VanEck Preferred Securities ex Financials ETF made up 0.22% of Ariadne Wealth Management's portfolio in Q3 2026, its #117 holding.
Ariadne Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2024 and has held it in 10 quarters since.
Ariadne Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $526K in Q4 2025.
145 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.