Bartlett & Co Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
22,131
-1,450
| -6% | -$24.8K | 0.01% | 368 |
|
|
2025
Q1 | $395K | Sell |
23,581
-5,375
| -19% | -$90.1K | 0.01% | 358 |
|
|
2024
Q4 | $499K | Sell |
28,956
-215
| -0.7% | -$3.71K | 0.01% | 326 |
|
|
2024
Q3 | $533K | Sell |
29,171
-215
| -0.7% | -$3.93K | 0.01% | 319 |
|
|
2024
Q2 | $508K | Hold |
29,386
| – | – | 0.01% | 327 |
|
|
2024
Q1 | $520K | Hold |
29,386
| – | – | 0.01% | 322 |
|
|
2023
Q4 | $512K | Buy |
+29,386
| New | +$512K | 0.01% | 347 |
|