Comprehensive Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Comprehensive Wealth Management’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
2025 Q2	–	Sell
2025 Q1	$35.8M	Sell
2024 Q4	$38.1M	Sell
2024 Q3	$41.1M	Buy
2024 Q2	$29.4M	Buy
2022 Q3	–	Sell
2022 Q2	$35.4M	Buy