Avidian Wealth Enterprises’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32M | Sell |
75,328
-11,648
| -13% | -$211K | 0.04% | 254 |
|
|
2025
Q4 | $1.54M | Buy |
86,976
+564
| +0.7% | +$9.99K | 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 | 0.05% | 181 |
|
|
2023
Q4 | $497K | Sell |
28,941
-587
| -2% | -$9.71K | 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% | +$81.7K | 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 |
|
Other funds holding PFXF
TWM
SOWBOCOPL
TCM