Atria Wealth Solutions’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 | $1.85M | Buy |
107,167
+10,152
| +10% | +$175K | 0.04% | 440 |
|
|
2025
Q1 | $1.63M | Buy |
97,015
+92
| +0.1% | +$1.54K | 0.02% | 704 |
|
|
2024
Q4 | $1.67M | Sell |
96,923
-12,033
| -11% | -$208K | 0.02% | 704 |
|
|
2024
Q3 | $1.99M | Sell |
108,956
-9,319
| -8% | -$170K | 0.02% | 636 |
|
|
2024
Q2 | $2.05M | Sell |
118,275
-1,812
| -2% | -$31.3K | 0.02% | 618 |
|
|
2024
Q1 | $2.12M | Buy |
120,087
+5,831
| +5% | +$103K | 0.02% | 619 |
|
|
2023
Q4 | $1.96M | Sell |
114,256
-24,996
| -18% | -$429K | 0.02% | 605 |
|
|
2023
Q3 | $2.34M | Buy |
139,252
+8,318
| +6% | +$140K | 0.03% | 506 |
|
|
2023
Q2 | $2.31M | Buy |
130,934
+36,924
| +39% | +$652K | 0.03% | 516 |
|
|
2023
Q1 | $1.66M | Sell |
94,010
-18,363
| -16% | -$324K | 0.02% | 605 |
|
|
2022
Q4 | $1.88M | Sell |
112,373
-21,637
| -16% | -$362K | 0.03% | 540 |
|
|
2022
Q3 | $2.3M | Buy |
134,010
+2,234
| +2% | +$38.4K | 0.04% | 423 |
|
|
2022
Q2 | $2.39M | Buy |
131,776
+2,235
| +2% | +$40.5K | 0.04% | 373 |
|
|
2022
Q1 | $2.66M | Buy |
+129,541
| New | +$2.66M | 0.04% | 400 |
|