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

Atria Wealth Solutions’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
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	0.04%	389
2022 Q1	$2.66M	Buy	+129,541	New	+$2.65M	0.04%	400

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return

Atria Wealth Solutions's PFXF Position: Q2 2025 in Review

Atria Wealth Solutions increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 10% in Q2 2025, buying an estimated $168K and bringing the position to 107,167 shares worth $1.85M. The position accounts for 0.04% of the portfolio, ranked #440.

Atria Wealth Solutions first reported a position in PFXF in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.66M in Q1 2022. 183 funds tracked by Wall St. Rank hold PFXF as of Q2 2025.

Atria Wealth Solutions held 107,167 shares of VanEck Preferred Securities ex Financials ETF worth $1.85M as of Q2 2025.
Atria Wealth Solutions bought 10,152 VanEck Preferred Securities ex Financials ETF shares in Q2 2025, an estimated $168K.
VanEck Preferred Securities ex Financials ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #440 holding.
Atria Wealth Solutions first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's VanEck Preferred Securities ex Financials ETF position peaked at $2.66M in Q1 2022.
183 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.