Bluefin Capital Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Bluefin Capital Management’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
2025 Q3	–	Sell	-15,107	Closed	-$259K	–	143
2025 Q2	$259K	Sell	15,107 -6,855	-31%	-$114K	0.2%	75
2025 Q1	$368K	Buy	+21,962	New	+$379K	0.27%	51
2021 Q2	–	Sell	-14,923	Closed	-$311K	–	837
2021 Q1	$311K	Buy	+14,923	New	+$305K	0.01%	388
2020 Q1	–	Sell	-10,454	Closed	-$211K	–	616
2019 Q4	$211K	Buy	+10,454	New	+$210K	0.01%	373
2019 Q1	–	Sell	-34,431	Closed	-$610K	–	475
2018 Q4	$610K	Sell	34,431 -6,565	-16%	-$121K	0.06%	145
2018 Q3	$796K	Sell	40,996 -20,246	-33%	-$396K	0.07%	182
2018 Q2	$1.2M	Buy	+61,242	New	+$1.18M	0.09%	128
2017 Q4	–	Sell	-41,817	Closed	-$840K	–	567
2017 Q3	$840K	Buy	41,817 +31,036	+288%	+$624K	0.1%	162
2017 Q2	$217K	Buy	+10,781	New	+$217K	0.02%	325
2013 Q3	–	Sell	-126,135	Closed	-$2.5M	–	522
2013 Q2	$2.5M	Buy	+126,135	New	+$2.57M	0.23%	99

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $156M AUM 13.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bluefin Capital Management's PFXF Position: Q3 2025 in Review

Bluefin Capital Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2025, closing a stake of 15,107 shares — an estimated $259K sold.

Bluefin Capital Management first reported a position in PFXF in Q2 2013 and held it in 10 quarters. The position peaked at $2.5M in Q2 2013. 190 funds tracked by Wall St. Rank hold PFXF as of Q3 2025.

Bluefin Capital Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2025 after selling out during the quarter.
Bluefin Capital Management sold 15,107 VanEck Preferred Securities ex Financials ETF shares in Q3 2025, an estimated $259K.
Bluefin Capital Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2013 and held it in 10 quarters.
Bluefin Capital Management's VanEck Preferred Securities ex Financials ETF position peaked at $2.5M in Q2 2013.
190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2025.

Based on Bluefin Capital Management's 13F filing for Q3 2025, filed 29 Apr 2026.