Avantax Advisory Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFXF
CWM
SOWBOCOPL
TWM
Avantax Advisory Services's PFXF Position: Q1 2025 in Review
Avantax Advisory Services sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2025, closing a stake of 10,138 shares — an estimated $175K sold.
Avantax Advisory Services first reported a position in PFXF in Q3 2020 and held it in 6 quarters. The position peaked at $281K in Q3 2020. 190 funds tracked by Wall St. Rank hold PFXF as of Q1 2025.
- Avantax Advisory Services reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2025 after selling out during the quarter.
- Avantax Advisory Services sold 10,138 VanEck Preferred Securities ex Financials ETF shares in Q1 2025, an estimated $175K.
- Avantax Advisory Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2020 and held it in 6 quarters.
- Avantax Advisory Services's VanEck Preferred Securities ex Financials ETF position peaked at $281K in Q3 2020.
- 190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2025.
Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.