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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$289K Buy
+16,191
New +$297K ﹤0.01% 1422
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

Arkadios Wealth Advisors's PFXF Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026: 16,191 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in PFXF as recently as Q4 2024.

Arkadios Wealth Advisors first reported a position in PFXF in Q3 2024 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Arkadios Wealth Advisors held 16,191 shares of VanEck Preferred Securities ex Financials ETF worth $289K as of Q2 2026.
  • VanEck Preferred Securities ex Financials ETF was a new Arkadios Wealth Advisors position in Q2 2026.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1422 holding.
  • Arkadios Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2024 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.