Avidian Wealth Enterprises
PFXF icon

Avidian Wealth Enterprises’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.17M Sell
66,937
-10,643
-14% -$189K 0.03% 303
2026
Q2 		$1.38M Buy
77,580
+2,252
+3% +$41.4K 0.04% 265
2026
Q1 		$1.32M Sell
75,328
-11,648
-13% -$211K 0.04% 254
2025
Q4 		$1.54M Buy
86,976
+564
+0.7% +$10K 0.06% 170
2025
Q3 		$1.54M Buy
86,412
+3,077
+4% +$54.4K 0.06% 171
2025
Q2 		$1.43M Buy
83,335
+5,621
+7% +$93.3K 0.06% 164
2025
Q1 		$1.3M Buy
77,714
+8,630
+12% +$149K 0.06% 164
2024
Q4 		$1.19M Buy
69,084
+5,780
+9% +$104K 0.05% 165
2024
Q3 		$1.16M Buy
63,304
+12,053
+24% +$212K 0.05% 166
2024
Q2 		$887K Sell
51,251
-467
-0.9% -$8.1K 0.04% 201
2024
Q1 		$915K Buy
51,718
+22,777
+79% +$400K 0.04% 181
2023
Q4 		$497K Sell
28,941
-587
-2% -$9.7K 0.03% 267
2023
Q3 		$496K Sell
29,528
-19,062
-39% -$328K 0.04% 253
2023
Q2 		$859K Buy
48,590
+1,767
+4% +$30.6K 0.06% 199
2023
Q1 		$826K Buy
46,823
+4,594
+11% +$81.6K 0.05% 225
2022
Q4 		$706K Sell
42,229
-12,799
-23% -$218K 0.05% 225
2022
Q3 		$946K Buy
55,028
+15,323
+39% +$284K 0.07% 155
2022
Q2 		$719K Sell
39,705
-2,240
-5% -$42.6K 0.05% 210
2022
Q1 		$862K Sell
41,945
-1,823
-4% -$37.3K 0.05% 217
2021
Q4 		$958K Buy
43,768
+1,097
+3% +$23.6K 0.06% 194
2021
Q3 		$905K Buy
42,671
+15,196
+55% +$326K 0.07% 140
2021
Q2 		$586K Buy
27,475
+540
+2% +$11.4K 0.05% 191
2021
Q1 		$561K Buy
26,935
+7,364
+38% +$151K 0.05% 191
2020
Q4 		$403K Buy
19,571
+2,833
+17% +$56.5K 0.04% 216
2020
Q3 		$321K Buy
16,738
+2,721
+19% +$51.9K 0.04% 207
2020
Q2 		$255K Buy
14,017
+1,407
+11% +$25.4K 0.03% 218
2020
Q1 		$208K Sell
12,610
-12,113
-49% -$232K 0.03% 188
2019
Q4 		$500K Buy
24,723
+5,339
+28% +$107K 0.07% 115
2019
Q3 		$393K Buy
19,384
+4,270
+28% +$85.4K 0.06% 120
2019
Q2 		$299K Buy
+15,114
New +$294K 0.07% 104

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Concurrent Investment Advisors
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IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Avidian Wealth Enterprises's PFXF Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 14% in Q3 2026, selling an estimated $189K and leaving 66,937 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #303.

Avidian Wealth Enterprises first reported a position in PFXF in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.54M in Q4 2025. 27 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

  • Avidian Wealth Enterprises held 66,937 shares of VanEck Preferred Securities ex Financials ETF worth $1.17M as of Q3 2026.
  • Avidian Wealth Enterprises sold 10,643 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $189K.
  • VanEck Preferred Securities ex Financials ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #303 holding.
  • Avidian Wealth Enterprises first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2019 and has held it in 30 quarters since.
  • Avidian Wealth Enterprises's VanEck Preferred Securities ex Financials ETF position peaked at $1.54M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.