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
2026 Q2	$193K	Buy	+10,842	New	+$199K	﹤0.01%	1018
2023 Q4	–	Sell	-14,388	Closed	-$242K	–	911
2023 Q3	$242K	Buy	+14,388	New	+$248K	0.01%	664

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Axxcess Wealth Management's PFXF Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026: 10,842 shares worth $193K. The stake represents ﹤0.01% of the portfolio and ranks #1018 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PFXF as recently as Q3 2023.

Axxcess Wealth Management first reported a position in PFXF in Q3 2023 and has held it in 2 quarters since. The position peaked at $242K in Q3 2023. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Axxcess Wealth Management held 10,842 shares of VanEck Preferred Securities ex Financials ETF worth $193K as of Q2 2026.
VanEck Preferred Securities ex Financials ETF was a new Axxcess Wealth Management position in Q2 2026.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #1018 holding.
Axxcess Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2023 and has held it in 2 quarters since.
Axxcess Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $242K in Q3 2023.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.