Carson Wealth (CWM LLC)
PFXF icon

Carson Wealth (CWM LLC)’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$349K Buy
19,911
+15,911
+398% +$288K ﹤0.01% 2284
2025
Q4 		$71K Sell
4,000
-1,839
-31% -$32.6K ﹤0.01% 3344
2025
Q3 		$104K Buy
5,839
+1,778
+44% +$31.4K ﹤0.01% 2961
2025
Q2 		$70K Buy
4,061
+61
+2% +$1.01K ﹤0.01% 3013
2025
Q1 		$67K Sell
4,000
-1,100
-22% -$19K ﹤0.01% 2733
2024
Q4 		$88K Hold
5,100
– – ﹤0.01% 2374
2024
Q3 		$93K Hold
5,100
– – ﹤0.01% 2247
2024
Q2 		$88K Sell
5,100
-3,200
-39% -$55.5K ﹤0.01% 2050
2024
Q1 		$147K Hold
8,300
– – ﹤0.01% 1670
2023
Q4 		$143K Buy
8,300
+600
+8% +$9.93K ﹤0.01% 1573
2023
Q3 		$129K Hold
7,700
– – ﹤0.01% 1499
2023
Q2 		$136K Hold
7,700
– – ﹤0.01% 1413
2023
Q1 		$136K Buy
7,700
+4,858
+171% +$86.3K ﹤0.01% 1350
2022
Q4 		$47K Buy
+2,842
New +$48.4K ﹤0.01% 1784
2022
Q1 		– Sell
-745
Closed -$16K – 3788
2021
Q4 		$16K Buy
+745
New +$16K ﹤0.01% 2115
2021
Q2 		$16K Hold
745
– – ﹤0.01% 1896
2021
Q1 		$16K Hold
745
– – ﹤0.01% 1896
2020
Q4 		$16K Hold
745
– – ﹤0.01% 1896
2020
Q3 		$16K Hold
745
– – ﹤0.01% 1896
2020
Q2 		$16K Hold
745
– – ﹤0.01% 1896
2020
Q1 		$16K Hold
745
– – ﹤0.01% 1896
2019
Q4 		$16K Hold
745
– – ﹤0.01% 1896
2019
Q3 		$16K Hold
745
– – ﹤0.01% 1896
2019
Q2 		$16K Hold
745
– – ﹤0.01% 1896
2019
Q1 		$16K Buy
+745
New +$14.1K ﹤0.01% 1896
2018
Q4 		– Sell
-1,217
Closed -$24K – 2211
2018
Q3 		$24K Buy
+1,217
New +$23.8K ﹤0.01% 915

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PFXF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 398% in Q1 2026, buying an estimated $288K and bringing the position to 19,911 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Carson Wealth (CWM LLC) first reported a position in PFXF in Q3 2018 and has held it in 26 quarters since. 214 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,911 shares of VanEck Preferred Securities ex Financials ETF worth $349K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,911 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $288K.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2284 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2018 and has held it in 26 quarters since.
  • 214 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.