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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$211K	Sell	12,300 -200	-2%	-$3.42K	﹤0.01%	2327
2025 Q1	$210K	Buy	12,500 +2,000	+19%	+$33.5K	﹤0.01%	2193
2024 Q4	$181K	Buy	+10,500	New	+$181K	﹤0.01%	2253
2023 Q2	–	Sell	-12,126	Closed	-$214K	–	1878
2023 Q1	$214K	Buy	+12,126	New	+$214K	﹤0.01%	1679