AWM
Ariadne Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$497K | 0.38% | 60 |
|