CIA
Concurrent Investment Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.46M | Sell |
318,686
-375
| -0.1% | -$6.42K | 0.11% | 204 |
|
|
2025
Q1 | $5.35M | Buy |
319,061
+119,111
| +60% | +$2M | 0.13% | 172 |
|
|
2024
Q4 | $3.45M | Sell |
199,950
-25,924
| -11% | -$447K | 0.09% | 216 |
|
|
2024
Q3 | $4.12M | Buy |
225,874
+51,548
| +30% | +$941K | 0.12% | 176 |
|
|
2024
Q2 | $3.02M | Buy |
174,326
+409
| +0.2% | +$7.08K | 0.1% | 207 |
|
|
2024
Q1 | $3.08M | Sell |
173,917
-3,278
| -2% | -$58K | 0.12% | 174 |
|
|
2023
Q4 | $3.04M | Buy |
+177,195
| New | +$3.04M | 0.14% | 157 |
|