Clearstead Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.23K Buy
181
+2
+1% +$37 ﹤0.01% 2313
2026
Q1
$3.13K Buy
179
+2
+1% +$36 ﹤0.01% 1807
2025
Q4
$3.13K Buy
177
+4
+2% +$71 ﹤0.01% 2094
2025
Q3
$3.07K Buy
173
+3
+2% +$53 ﹤0.01% 2328
2025
Q2
$2.91K Buy
170
+3
+2% +$50 ﹤0.01% 2244
2025
Q1
$2.79K Buy
167
+2
+1% +$35 ﹤0.01% 1836
2024
Q4
$2.85K Buy
165
+5
+3% +$90 ﹤0.01% 1801
2024
Q3
$2.92K Buy
160
+3
+2% +$53 ﹤0.01% 1789
2024
Q2
$2.72K Buy
+157
New +$2.72K ﹤0.01% 1784
2022
Q3
Sell
-6,750
Closed -$122K 1333
2022
Q2
$122K Buy
+6,750
New +$128K 0.01% 460

Other funds holding PFXF

Clearstead Advisors's PFXF Position: Q2 2026 in Review

Clearstead Advisors increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 1.1% in Q2 2026, buying an estimated $37 and bringing the position to 181 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Clearstead Advisors first reported a position in PFXF in Q2 2022 and has held it in 10 quarters since. The position peaked at $122K in Q2 2022. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Clearstead Advisors held 181 shares of VanEck Preferred Securities ex Financials ETF worth $3.23K as of Q2 2026.
  • Clearstead Advisors bought 2 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $37.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2313 holding.
  • Clearstead Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2022 and has held it in 10 quarters since.
  • Clearstead Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $122K in Q2 2022.
  • 231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.