Bartlett & Co Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PFXF Stock Details PFXF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$393K	Hold
2025 Q2	$379K	Sell
2025 Q1	$395K	Sell
2024 Q4	$499K	Sell
2024 Q3	$533K	Sell
2024 Q2	$508K	Hold
2024 Q1	$520K	Hold
2023 Q4	$512K	Buy