Atria Investments’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Atria Investments’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 Q3	$1.47M	Buy	84,029 +4,340	+5%	+$77.2K	0.01%	919
2026 Q2	$1.42M	Buy	79,689 +1,055	+1%	+$19.4K	0.01%	927
2026 Q1	$1.38M	Sell	78,634 -2,483	-3%	-$45K	0.02%	887
2025 Q4	$1.43M	Buy	81,117 +4,098	+5%	+$72.6K	0.02%	887
2025 Q3	$1.37M	Buy	77,019 +1,282	+2%	+$22.6K	0.02%	898
2025 Q2	$1.3M	Buy	75,737 +17,166	+29%	+$285K	0.02%	911
2025 Q1	$982K	Buy	58,571 +414	+0.7%	+$7.14K	0.01%	995
2024 Q4	$1M	Buy	58,157 +1,951	+3%	+$35.1K	0.01%	983
2024 Q3	$1.03M	Buy	56,206 +971	+2%	+$17.1K	0.01%	957
2024 Q2	$956K	Buy	+55,235	New	+$958K	0.01%	958
2023 Q2	–	Sell	-106,549	Closed	-$1.88M	–	871
2023 Q1	$1.88M	Buy	+106,549	New	+$1.89M	0.04%	560
2022 Q2	–	Sell	-71,244	Closed	-$1.46M	–	845
2022 Q1	$1.46M	Buy	+71,244	New	+$1.46M	0.03%	687
2020 Q1	–	Sell	-24,397	Closed	-$493K	–	1003
2019 Q4	$493K	Sell	24,397 -119	-0.5%	-$2.39K	0.01%	796
2019 Q3	$498K	Sell	24,516 -200	-0.8%	-$4K	0.02%	580
2019 Q2	$492K	Sell	24,716 -838	-3%	-$16.3K	0.02%	585
2019 Q1	$496K	Buy	25,554 +7,350	+40%	+$139K	0.02%	536
2018 Q4	$323K	Buy	18,204 +4,259	+31%	+$78.6K	0.01%	633
2018 Q3	$271K	Buy	+13,945	New	+$273K	0.01%	812
2013 Q4	–	Sell	-12,010	Closed	-$232K	–	461
2013 Q3	$232K	Hold	12,010	–	–	0.02%	408
2013 Q2	$239K	Buy	+12,010	New	+$245K	0.03%	359

Other funds holding PFXF

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Atria Investments's PFXF Position: Q3 2026 in Review

Atria Investments increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 5.4% in Q3 2026, buying an estimated $77.2K and bringing the position to 84,029 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #919.

Atria Investments first reported a position in PFXF in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.88M in Q1 2023. 27 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Atria Investments held 84,029 shares of VanEck Preferred Securities ex Financials ETF worth $1.47M as of Q3 2026.
Atria Investments bought 4,340 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $77.2K.
VanEck Preferred Securities ex Financials ETF made up 0.01% of Atria Investments's portfolio in Q3 2026, its #919 holding.
Atria Investments first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2013 and has held it in 20 quarters since.
Atria Investments's VanEck Preferred Securities ex Financials ETF position peaked at $1.88M in Q1 2023.
27 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.