CMA
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Cedar Mountain Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Cedar Mountain Advisors’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
2024
Q3 		– Sell
-66
Closed -$1.14K – 352
2024
Q2 		$1.14K Hold
66
– – ﹤0.01% 294
2024
Q1 		$1.17K Buy
+66
New +$1.16K ﹤0.01% 298

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 $1.66T AUM 25.57% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cedar Mountain Advisors's PFXF Position: Q3 2024 in Review

Cedar Mountain Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2024, closing a stake of 66 shares — an estimated $1.14K sold.

Cedar Mountain Advisors first reported a position in PFXF in Q1 2024 and held it in 2 quarters. The position peaked at $1.17K in Q1 2024. 181 funds tracked by Wall St. Rank hold PFXF as of Q3 2024.

  • Cedar Mountain Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2024 after selling out during the quarter.
  • Cedar Mountain Advisors sold 66 VanEck Preferred Securities ex Financials ETF shares in Q3 2024, an estimated $1.14K.
  • Cedar Mountain Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2024 and held it in 2 quarters.
  • Cedar Mountain Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.17K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2024.

Based on Cedar Mountain Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.