Coldstream Capital Management’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
Q1
$341K Buy
19,418
+2,881
+17% +$52.2K ﹤0.01% 873
2025
Q4
$292K Buy
16,537
+4,193
+34% +$74.3K ﹤0.01% 913
2025
Q3
$219K Buy
+12,344
New +$218K ﹤0.01% 1102

Other funds holding PFXF

Coldstream Capital Management's PFXF Position: Q1 2026 in Review

Coldstream Capital Management increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 17% in Q1 2026, buying an estimated $52.2K and bringing the position to 19,418 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Coldstream Capital Management first reported a position in PFXF in Q3 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

  • Coldstream Capital Management held 19,418 shares of VanEck Preferred Securities ex Financials ETF worth $341K as of Q1 2026.
  • Coldstream Capital Management bought 2,881 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $52.2K.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #873 holding.
  • Coldstream Capital Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2025 and has held it in 3 quarters since.
  • 214 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.