B. Riley Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	$1.09M	Buy	63,291 +76	+0.1%	+$1.37K	0.04%	429
2024 Q3	$1.15M	Buy	63,215 +18,065	+40%	+$318K	0.03%	460
2024 Q2	$781K	Buy	+45,150	New	+$783K	0.02%	625
2024 Q1	–	Sell	-40,415	Closed	-$694K	–	1500
2023 Q4	$694K	Buy	+40,415	New	+$669K	0.02%	658
2020 Q2	–	Sell	-14,100	Closed	-$233K	–	894
2020 Q1	$233K	Buy	14,100 +3,017	+27%	+$57.9K	0.02%	617
2019 Q4	$225K	Buy	11,083 +83	+0.8%	+$1.67K	0.02%	719
2019 Q3	$224K	Hold	11,000	–	–	0.02%	695
2019 Q2	$218K	Hold	11,000	–	–	0.02%	683
2019 Q1	$214K	Sell	11,000 -75	-0.7%	-$1.42K	0.03%	633
2018 Q4	$197K	Sell	11,075 -425	-4%	-$7.84K	0.03%	581
2018 Q3	$224K	Hold	11,500	–	–	0.03%	609
2018 Q2	$226K	Hold	11,500	–	–	0.03%	569
2018 Q1	$222K	Sell	11,500 -61	-0.5%	-$1.17K	0.03%	551
2017 Q4	$228K	Buy	11,561 +61	+0.5%	+$1.21K	0.03%	540
2017 Q3	$231K	Buy	11,500 +500	+5%	+$10.1K	0.04%	457
2017 Q2	$222K	Hold	11,000	–	–	0.04%	450
2017 Q1	$221K	Sell	11,000 -86	-0.8%	-$1.71K	0.04%	437
2016 Q4	$215K	Buy	+11,086	New	+$219K	0.04%	445
2015 Q1	–	Sell	-500	Closed	-$10	–	1578
2014 Q4	$10	Buy	+500	New	+$10.3K	﹤0.01%	2882

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RCI

RS Crum Inc Newport Beach, California $517M AUM 16.68% 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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

B. Riley Wealth Advisors's PFXF Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 0.12% in Q4 2024, buying an estimated $1.37K and bringing the position to 63,291 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #429.

B. Riley Wealth Advisors first reported a position in PFXF in Q4 2014 and has held it in 19 quarters since. The position peaked at $1.15M in Q3 2024. 191 funds tracked by Wall St. Rank hold PFXF as of Q4 2024.

B. Riley Wealth Advisors held 63,291 shares of VanEck Preferred Securities ex Financials ETF worth $1.09M as of Q4 2024.
B. Riley Wealth Advisors bought 76 VanEck Preferred Securities ex Financials ETF shares in Q4 2024, an estimated $1.37K.
VanEck Preferred Securities ex Financials ETF made up 0.04% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #429 holding.
B. Riley Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2014 and has held it in 19 quarters since.
B. Riley Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.15M in Q3 2024.
191 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.