CIBC Private Wealth Group
PFXF icon

CIBC Private Wealth Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

CIBC Private Wealth Group’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
2024
Q2 		– Sell
-1,167
Closed -$20.5K – 3266
2024
Q1 		$20.5K Buy
+1,167
New +$20.5K ﹤0.01% 2034

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Comprehensive Wealth Management
Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return
State of Wisconsin - Board of Commissioners of Public Lands
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIBC Private Wealth Group's PFXF Position: Q2 2024 in Review

CIBC Private Wealth Group sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2024, closing a stake of 1,167 shares — an estimated $20.5K sold.

CIBC Private Wealth Group first reported a position in PFXF in Q1 2024 and held it in 1 quarter. The position peaked at $20.5K in Q1 2024. 179 funds tracked by Wall St. Rank hold PFXF as of Q2 2024.

  • CIBC Private Wealth Group reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 1,167 VanEck Preferred Securities ex Financials ETF shares in Q2 2024, an estimated $20.5K.
  • CIBC Private Wealth Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's VanEck Preferred Securities ex Financials ETF position peaked at $20.5K in Q1 2024.
  • 179 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2024.

Based on CIBC Private Wealth Group's 13F filing for Q2 2024, filed 9 Aug 2024.