Beaumont Financial Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Beaumont Financial 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	$491K	Sell	27,546 -25	-0.1%	-$459	0.03%	248
2026 Q1	$484K	Buy	27,571 +158	+0.6%	+$2.86K	0.03%	242
2025 Q4	$484K	Buy	27,413 +284	+1%	+$5.03K	0.03%	236
2025 Q3	$482K	Buy	27,129 +270	+1%	+$4.77K	0.03%	247
2025 Q2	$460K	Buy	26,859 +16	+0.1%	+$266	0.03%	233
2025 Q1	$450K	Buy	+26,843	New	+$463K	0.04%	235
2023 Q3	–	Sell	-21,411	Closed	-$378K	–	344
2023 Q2	$378K	Buy	21,411 +5,013	+31%	+$86.8K	0.03%	230
2023 Q1	$289K	Sell	16,398 -467	-3%	-$8.3K	0.03%	254
2022 Q4	$282K	Sell	16,865 -11,068	-40%	-$189K	0.03%	262
2022 Q3	$480K	Sell	27,933 -151	-0.5%	-$2.8K	0.05%	174
2022 Q2	$508K	Sell	28,084 -9,754	-26%	-$185K	0.05%	174
2022 Q1	$777K	Buy	37,838 +8,969	+31%	+$184K	0.06%	170
2021 Q4	$632K	Buy	+28,869	New	+$621K	0.05%	185

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Beaumont Financial Advisors's PFXF Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 0.09% in Q2 2026, selling an estimated $459 and leaving 27,546 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #248.

Beaumont Financial Advisors first reported a position in PFXF in Q4 2021 and has held it in 13 quarters since. The position peaked at $777K in Q1 2022. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Beaumont Financial Advisors held 27,546 shares of VanEck Preferred Securities ex Financials ETF worth $491K as of Q2 2026.
Beaumont Financial Advisors sold 25 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $459.
VanEck Preferred Securities ex Financials ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q2 2026, its #248 holding.
Beaumont Financial Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2021 and has held it in 13 quarters since.
Beaumont Financial Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $777K in Q1 2022.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.