Avantax Advisory Services’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
Q1 | – | Sell |
-10,138
| Closed | -$175K | – | 2303 |
|
|
2024
Q4 | $175K | Buy |
+10,138
| New | +$175K | ﹤0.01% | 2078 |
|
|
2024
Q2 | – | Sell |
-11,809
| Closed | -$209K | – | 2110 |
|
|
2024
Q1 | $209K | Buy |
11,809
+682
| +6% | +$12.1K | ﹤0.01% | 1522 |
|
|
2023
Q4 | $191K | Buy |
+11,127
| New | +$191K | ﹤0.01% | 1484 |
|
|
2023
Q3 | – | Sell |
-11,106
| Closed | -$196K | – | 1602 |
|
|
2023
Q2 | $196K | Buy |
11,106
+1,000
| +10% | +$17.7K | ﹤0.01% | 1406 |
|
|
2023
Q1 | $178K | Buy |
+10,106
| New | +$178K | ﹤0.01% | 1390 |
|
|
2020
Q4 | – | Sell |
-14,466
| Closed | -$281K | – | 1236 |
|
|
2020
Q3 | $281K | Buy |
+14,466
| New | +$281K | ﹤0.01% | 1056 |
|