Carmel Capital Partners’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 | $8.47M | Buy |
494,913
+35,518
| +8% | +$608K | 2.97% | 5 |
|
|
2025
Q1 | $7.7M | Buy |
459,395
+31,156
| +7% | +$522K | 3.03% | 5 |
|
|
2024
Q4 | $7.39M | Buy |
428,239
+22,852
| +6% | +$394K | 2.98% | 6 |
|
|
2024
Q3 | $7.4M | Buy |
405,387
+49,022
| +14% | +$895K | 2.86% | 6 |
|
|
2024
Q2 | $6.17M | Buy |
356,365
+136,112
| +62% | +$2.35M | 2.6% | 6 |
|
|
2024
Q1 | $3.9M | Buy |
220,253
+32,789
| +17% | +$580K | 1.61% | 6 |
|
|
2023
Q4 | $3.22M | Buy |
+187,464
| New | +$3.22M | 1.64% | 10 |
|