BRWA
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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
2025
Q2 		– Sell
-65,615
Closed -$1.1M – 1293
2025
Q1 		$1.1M Buy
65,615
+2,324
+4% +$40.1K 0.03% 479
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 -$10K – 1578
2014
Q4 		$10K Buy
+500
New +$10.3K ﹤0.01% 2882

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
MML Investors Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return

B. Riley Wealth Advisors's PFXF Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2025, closing a stake of 65,615 shares — an estimated $1.1M sold.

B. Riley Wealth Advisors first reported a position in PFXF in Q4 2014 and held it in 20 quarters. The position peaked at $1.15M in Q3 2024. 183 funds tracked by Wall St. Rank hold PFXF as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 65,615 VanEck Preferred Securities ex Financials ETF shares in Q2 2025, an estimated $1.1M.
  • B. Riley Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2014 and held it in 20 quarters.
  • B. Riley Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.15M in Q3 2024.
  • 183 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.