AssuredPartners Investment Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$467K	Sell	27,282 -85,722	-76%	-$1.47M	0.11%	140
2025 Q1	$1.89M	Buy	113,004 +8,559	+8%	+$143K	0.37%	76
2024 Q4	$1.8M	Buy	+104,445	New	+$1.8M	0.35%	81