Cerity Partners
PFXF icon

Cerity Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Cerity Partners’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 		$274K Sell
15,600
-2,200
-12% -$39.9K ﹤0.01% 2676
2025
Q4 		$314K Hold
17,800
– – ﹤0.01% 2383
2025
Q3 		$316K Buy
17,800
+5,500
+45% +$97.2K ﹤0.01% 2246
2025
Q2 		$211K Sell
12,300
-200
-2% -$3.32K ﹤0.01% 2328
2025
Q1 		$210K Buy
12,500
+2,000
+19% +$34.5K ﹤0.01% 2199
2024
Q4 		$181K Buy
+10,500
New +$189K ﹤0.01% 2253
2023
Q2 		– Sell
-12,126
Closed -$214K – 1881
2023
Q1 		$214K Buy
+12,126
New +$216K ﹤0.01% 1681

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