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Carson Advisory’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Carson Advisory’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
2026
Q2 		$187K Buy
10,500
+300
+3% +$5.51K 0.09% 201
2026
Q1 		$179K Buy
+10,200
New +$185K 0.09% 184

Other funds holding PFXF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Carson Advisory's PFXF Position: Q2 2026 in Review

Carson Advisory increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 2.9% in Q2 2026, buying an estimated $5.51K and bringing the position to 10,500 shares worth $187K. The position accounts for 0.09% of the portfolio, ranked #201.

Carson Advisory first reported a position in PFXF in Q1 2026 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Carson Advisory held 10,500 shares of VanEck Preferred Securities ex Financials ETF worth $187K as of Q2 2026.
  • Carson Advisory bought 300 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $5.51K.
  • VanEck Preferred Securities ex Financials ETF made up 0.09% of Carson Advisory's portfolio in Q2 2026, its #201 holding.
  • Carson Advisory first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.