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Beam Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Beam 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
2026
Q2 		$239K Buy
+13,409
New +$246K 0.05% 113

Other funds holding PFXF

Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
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

Beam Wealth Advisors's PFXF Position: Q2 2026 in Review

Beam Wealth Advisors opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026: 13,409 shares worth $239K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings.

229 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Beam Wealth Advisors held 13,409 shares of VanEck Preferred Securities ex Financials ETF worth $239K as of Q2 2026.
  • VanEck Preferred Securities ex Financials ETF was a new Beam Wealth Advisors position in Q2 2026.
  • VanEck Preferred Securities ex Financials ETF made up 0.05% of Beam Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • 229 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

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