Centaurus Financial’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Centaurus Financial’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	$247K	Buy	14,099 +4,362	+45%	+$79K	0.01%	751
2025 Q4	$172K	Buy	9,737 +1,166	+14%	+$20.7K	0.01%	854
2025 Q3	$152K	Buy	+8,571	New	+$151K	0.01%	889

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Centaurus Financial's PFXF Position: Q1 2026 in Review

Centaurus Financial increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 45% in Q1 2026, buying an estimated $79K and bringing the position to 14,099 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #751.

Centaurus Financial first reported a position in PFXF in Q3 2025 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Centaurus Financial held 14,099 shares of VanEck Preferred Securities ex Financials ETF worth $247K as of Q1 2026.
Centaurus Financial bought 4,362 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $79K.
VanEck Preferred Securities ex Financials ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #751 holding.
Centaurus Financial first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2025 and has held it in 3 quarters since.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.