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Arkadios Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Arkadios Wealth Advisors’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
2025
Q1 		– Sell
-11,257
Closed -$194K – 1175
2024
Q4 		$194K Buy
11,257
+222
+2% +$3.99K 0.01% 862
2024
Q3 		$201K Buy
+11,035
New +$194K 0.01% 846

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arkadios Wealth Advisors's PFXF Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2025, closing a stake of 11,257 shares — an estimated $194K sold.

Arkadios Wealth Advisors first reported a position in PFXF in Q3 2024 and held it in 2 quarters. The position peaked at $201K in Q3 2024. 190 funds tracked by Wall St. Rank hold PFXF as of Q1 2025.

  • Arkadios Wealth Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 11,257 VanEck Preferred Securities ex Financials ETF shares in Q1 2025, an estimated $194K.
  • Arkadios Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2024 and held it in 2 quarters.
  • Arkadios Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $201K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.