AWM
PFXF icon

Avior Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-605
Closed -$10.4K – 1875
2024
Q4 		$10.4K Buy
+605
New +$10.9K ﹤0.01% 1606

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's PFXF Position: Q1 2025 in Review

Avior Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2025, closing a stake of 605 shares — an estimated $10.4K sold.

Avior Wealth Management first reported a position in PFXF in Q4 2024 and held it in 1 quarter. The position peaked at $10.4K in Q4 2024. 190 funds tracked by Wall St. Rank hold PFXF as of Q1 2025.

  • Avior Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 605 VanEck Preferred Securities ex Financials ETF shares in Q1 2025, an estimated $10.4K.
  • Avior Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $10.4K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.