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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.85M	Buy	107,167 +10,152	+10%	+$168K	0.04%	440
2025 Q1	$1.63M	Buy	97,015 +92	+0.1%	+$1.59K	0.02%	710
2024 Q4	$1.67M	Sell	96,923 -12,033	-11%	-$216K	0.02%	707
2024 Q3	$1.99M	Sell	108,956 -9,319	-8%	-$164K	0.02%	639
2024 Q2	$2.05M	Sell	118,275 -1,812	-2%	-$31.4K	0.02%	621
2024 Q1	$2.12M	Buy	120,087 +5,831	+5%	+$102K	0.02%	621
2023 Q4	$1.96M	Sell	114,256 -24,996	-18%	-$414K	0.02%	610
2023 Q3	$2.34M	Buy	139,252 +8,318	+6%	+$143K	0.03%	507
2023 Q2	$2.31M	Buy	130,934 +36,924	+39%	+$640K	0.03%	518
2023 Q1	$1.66M	Sell	94,010 -18,363	-16%	-$326K	0.02%	606
2022 Q4	$1.88M	Sell	112,373 -21,637	-16%	-$369K	0.03%	541
2022 Q3	$2.3M	Buy	134,010 +2,234	+2%	+$41.4K	0.04%	426
2022 Q2	$2.38M	Buy	131,776 +2,235	+2%	+$42.5K	0.05%	389
2022 Q1	$2.66M	Buy	+129,541	New	+$2.65M	0.04%	400