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Blue Trust Inc’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Blue Trust Inc’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
2024
Q1 		– Sell
-34
Closed -$1K – 2588
2023
Q4 		$1K Buy
+34
New +$563 ﹤0.01% 2390

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SOWBOCOPL
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Ameriprise
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RCI
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TWM
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Wells Fargo
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Blue Trust Inc's PFXF Position: Q1 2024 in Review

Blue Trust Inc sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2024, closing a stake of 34 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in PFXF in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 174 funds tracked by Wall St. Rank hold PFXF as of Q1 2024.

  • Blue Trust Inc reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Trust Inc sold 34 VanEck Preferred Securities ex Financials ETF shares in Q1 2024, an estimated $1K.
  • Blue Trust Inc first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and held it in 1 quarter.
  • Blue Trust Inc's VanEck Preferred Securities ex Financials ETF position peaked at $1K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.