Aspire Private Capital’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Aspire Private Capital’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
2019 Q2	–	Sell	-1,302	Closed	-$25K	–	603
2019 Q1	$25K	Sell	1,302 -136	-9%	-$2.58K	0.01%	261
2018 Q4	$25K	Buy	+1,438	New	+$26.5K	0.01%	249

Other funds holding PFXF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Aspire Private Capital's PFXF Position: Q2 2019 in Review

Aspire Private Capital sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2019, closing a stake of 1,302 shares — an estimated $25K sold.

Aspire Private Capital first reported a position in PFXF in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q1 2019. 78 funds tracked by Wall St. Rank hold PFXF as of Q2 2019.

Aspire Private Capital reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2019 after selling out during the quarter.
Aspire Private Capital sold 1,302 VanEck Preferred Securities ex Financials ETF shares in Q2 2019, an estimated $25K.
Aspire Private Capital first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2018 and held it in 2 quarters.
Aspire Private Capital's VanEck Preferred Securities ex Financials ETF position peaked at $25K in Q1 2019.
78 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2019.

Based on Aspire Private Capital's 13F filing for Q2 2019, filed 13 Aug 2019.