Ausdal Financial Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Ausdal Financial Partners’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	$491K	Sell	27,994 -4,372	-14%	-$79.2K	0.02%	589
2025 Q4	$572K	Sell	32,366 -2,139	-6%	-$37.9K	0.03%	499
2025 Q3	$613K	Buy	34,505 +1,341	+4%	+$23.7K	0.03%	494
2025 Q2	$568K	Sell	33,164 -60,994	-65%	-$1.01M	0.04%	402
2025 Q1	$1.58M	Buy	94,158 +3,112	+3%	+$53.7K	0.12%	173
2024 Q4	$1.57M	Sell	91,046 -2,650	-3%	-$47.7K	0.14%	152
2024 Q3	$1.71M	Sell	93,696 -7	-0%	-$123	0.18%	125
2024 Q2	$1.62M	Buy	93,703 +28	+0%	+$485	0.17%	124
2024 Q1	$1.66M	Buy	93,675 +81,864	+693%	+$1.44M	0.19%	121
2023 Q4	$203K	Buy	+11,811	New	+$195K	0.03%	420

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 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 $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Ausdal Financial Partners's PFXF Position: Q1 2026 in Review

Ausdal Financial Partners reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 14% in Q1 2026, selling an estimated $79.2K and leaving 27,994 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #589.

Ausdal Financial Partners first reported a position in PFXF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.71M in Q3 2024. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Ausdal Financial Partners held 27,994 shares of VanEck Preferred Securities ex Financials ETF worth $491K as of Q1 2026.
Ausdal Financial Partners sold 4,372 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $79.2K.
VanEck Preferred Securities ex Financials ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #589 holding.
Ausdal Financial Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and has held it in 10 quarters since.
Ausdal Financial Partners's VanEck Preferred Securities ex Financials ETF position peaked at $1.71M in Q3 2024.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.