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
2025 Q2	$5.46M	Sell
2025 Q1	$5.35M	Buy
2024 Q4	$3.45M	Sell
2024 Q3	$4.12M	Buy
2024 Q2	$3.02M	Buy
2024 Q1	$3.08M	Sell
2023 Q4	$3.04M	Buy