Brendel Financial Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
145,841
+4,101
| +3% | +$70.2K | 1.4% | 38 |
|
|
2025
Q1 | $2.38M | Sell |
141,740
-189
| -0.1% | -$3.17K | 1.44% | 29 |
|
|
2024
Q4 | $2.45M | Sell |
141,929
-10,627
| -7% | -$183K | 1.48% | 31 |
|
|
2024
Q3 | $2.79M | Sell |
152,556
-17,786
| -10% | -$325K | 1.58% | 29 |
|
|
2024
Q2 | $2.95M | Sell |
170,342
-2,258
| -1% | -$39.1K | 1.87% | 25 |
|
|
2024
Q1 | $3.05M | Sell |
172,600
-1,841
| -1% | -$32.6K | 3.49% | 12 |
|
|
2023
Q4 | $3M | Sell |
174,441
-1,577
| -0.9% | -$27.1K | 1.96% | 22 |
|
|
2023
Q3 | $2.96M | Buy |
176,018
+22,365
| +15% | +$376K | 4.39% | 10 |
|
|
2023
Q2 | $2.72M | Buy |
+153,653
| New | +$2.72M | 4.09% | 11 |
|