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Capstone Triton Financial Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Capstone Triton Financial Group’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
-24,237
Closed -$235K – 94
2025
Q2 		$235K Buy
+24,237
New +$402K 0.17% 82

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Wells Fargo
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SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $156M AUM 13.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Capstone Triton Financial Group's PFXF Position: Q3 2025 in Review

Capstone Triton Financial Group sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2025, closing a stake of 24,237 shares — an estimated $235K sold.

Capstone Triton Financial Group first reported a position in PFXF in Q2 2025 and held it in 1 quarter. The position peaked at $235K in Q2 2025. 190 funds tracked by Wall St. Rank hold PFXF as of Q3 2025.

  • Capstone Triton Financial Group reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Capstone Triton Financial Group sold 24,237 VanEck Preferred Securities ex Financials ETF shares in Q3 2025, an estimated $235K.
  • Capstone Triton Financial Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2025 and held it in 1 quarter.
  • Capstone Triton Financial Group's VanEck Preferred Securities ex Financials ETF position peaked at $235K in Q2 2025.
  • 190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2025.

Based on Capstone Triton Financial Group's 13F filing for Q3 2025, filed 3 Nov 2025.