Cetera Investment Advisers’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Cetera Investment Advisers’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 Q2	$4.98M	Buy	279,191 +186,370	+201%	+$3.42M	﹤0.01%	1624
2026 Q1	$1.63M	Buy	92,821 +10,000	+12%	+$181K	﹤0.01%	2469
2025 Q4	$1.46M	Sell	82,821 -7,196	-8%	-$127K	﹤0.01%	2490
2025 Q3	$1.6M	Buy	90,017 +7,090	+9%	+$125K	﹤0.01%	2363
2025 Q2	$1.42M	Sell	82,927 -306	-0.4%	-$5.08K	﹤0.01%	2099
2025 Q1	$1.39M	Buy	83,233 +5,762	+7%	+$99.4K	﹤0.01%	2004
2024 Q4	$1.34M	Buy	77,471 +22,322	+40%	+$401K	﹤0.01%	1952
2024 Q3	$1.01M	Buy	55,149 +12,436	+29%	+$219K	﹤0.01%	2114
2024 Q2	$739K	Buy	42,713 +3,700	+9%	+$64.2K	﹤0.01%	2294
2024 Q1	$690K	Buy	39,013 +23,389	+150%	+$411K	﹤0.01%	2360
2023 Q4	$268K	Buy	15,624 +4,997	+47%	+$82.7K	﹤0.01%	1851
2023 Q3	$179K	Buy	+10,627	New	+$183K	﹤0.01%	2003
2021 Q2	–	Sell	-10,814	Closed	-$225K	–	1817
2021 Q1	$225K	Buy	10,814 +1,000	+10%	+$20.4K	﹤0.01%	1403
2020 Q4	$202K	Buy	+9,814	New	+$196K	﹤0.01%	1446

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Cetera Investment Advisers's PFXF Position: Q2 2026 in Review

Cetera Investment Advisers increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 201% in Q2 2026, buying an estimated $3.42M and bringing the position to 279,191 shares worth $4.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Cetera Investment Advisers first reported a position in PFXF in Q4 2020 and has held it in 14 quarters since. 230 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Cetera Investment Advisers held 279,191 shares of VanEck Preferred Securities ex Financials ETF worth $4.98M as of Q2 2026.
Cetera Investment Advisers bought 186,370 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $3.42M.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1624 holding.
Cetera Investment Advisers first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2020 and has held it in 14 quarters since.
230 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.