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

Concurrent Investment Advisors’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
2026
Q2 		$6.15M Buy
344,948
+3,690
+1% +$67.8K 0.05% 383
2026
Q1 		$5.99M Buy
341,258
+5,929
+2% +$107K 0.07% 316
2025
Q4 		$5.92M Buy
335,329
+2,065
+0.6% +$36.6K 0.07% 289
2025
Q3 		$5.92M Buy
333,264
+14,578
+5% +$258K 0.1% 209
2025
Q2 		$5.46M Sell
318,686
-375
-0.1% -$6.22K 0.11% 205
2025
Q1 		$5.35M Buy
319,061
+119,111
+60% +$2.06M 0.13% 173
2024
Q4 		$3.45M Sell
199,950
-25,924
-11% -$466K 0.09% 218
2024
Q3 		$4.12M Buy
225,874
+51,548
+30% +$908K 0.12% 178
2024
Q2 		$3.02M Buy
174,326
+409
+0.2% +$7.09K 0.1% 209
2024
Q1 		$3.08M Sell
173,917
-3,278
-2% -$57.5K 0.12% 175
2023
Q4 		$3.04M Buy
+177,195
New +$2.93M 0.14% 157

Other funds holding PFXF

TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SCI
Silver Coast Investments San Diego, United States $336M AUM 19.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Concurrent Investment Advisors's PFXF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 1.1% in Q2 2026, buying an estimated $67.8K and bringing the position to 344,948 shares worth $6.15M. The position accounts for 0.05% of the portfolio, ranked #383.

Concurrent Investment Advisors first reported a position in PFXF in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Concurrent Investment Advisors held 344,948 shares of VanEck Preferred Securities ex Financials ETF worth $6.15M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,690 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $67.8K.
  • VanEck Preferred Securities ex Financials ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #383 holding.
  • Concurrent Investment Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and has held it in 11 quarters since.
  • 83 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.