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

AssuredPartners Investment 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
2026
Q1 		$2.47M Sell
139,754
-899
-0.6% -$16.3K 0.27% 97
2025
Q4 		$2.48M Buy
140,653
+119,929
+579% +$2.12M 0.37% 68
2025
Q3 		$368K Sell
20,724
-6,558
-24% -$116K 0.08% 177
2025
Q2 		$467K Sell
27,282
-85,722
-76% -$1.42M 0.11% 140
2025
Q1 		$1.89M Buy
113,004
+8,559
+8% +$148K 0.37% 76
2024
Q4 		$1.8M Buy
+104,445
New +$1.88M 0.35% 81

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 $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return