Cetera Investment Advisers
PFXF icon

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
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

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Cetera Investment Advisers's PFXF Position: Q1 2026 in Review

Cetera Investment Advisers increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 12% in Q1 2026, buying an estimated $181K and bringing the position to 92,821 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Cetera Investment Advisers first reported a position in PFXF in Q4 2020 and has held it in 13 quarters since. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

  • Cetera Investment Advisers held 92,821 shares of VanEck Preferred Securities ex Financials ETF worth $1.63M as of Q1 2026.
  • Cetera Investment Advisers bought 10,000 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $181K.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2469 holding.
  • Cetera Investment Advisers first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2020 and has held it in 13 quarters since.
  • 212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.