AWM
PFXF icon

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

Axxcess 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
2023
Q4 		– Sell
-14,388
Closed -$242K – 911
2023
Q3 		$242K Buy
+14,388
New +$248K 0.01% 664

Other funds holding PFXF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axxcess Wealth Management's PFXF Position: Q4 2023 in Review

Axxcess Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2023, closing a stake of 14,388 shares — an estimated $242K sold.

Axxcess Wealth Management first reported a position in PFXF in Q3 2023 and held it in 1 quarter. The position peaked at $242K in Q3 2023. 168 funds tracked by Wall St. Rank hold PFXF as of Q4 2023.

  • Axxcess Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 14,388 VanEck Preferred Securities ex Financials ETF shares in Q4 2023, an estimated $242K.
  • Axxcess Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $242K in Q3 2023.
  • 168 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.