CFS
PFXF icon

Coordinated Financial Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Coordinated Financial Services’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
2024
Q2 		$192K Buy
11,083
+176
+2% +$3.05K 0.16% 127
2024
Q1 		$193K Buy
+10,907
New +$191K 0.17% 130

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coordinated Financial Services's PFXF Position: Q2 2024 in Review

Coordinated Financial Services increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 1.6% in Q2 2024, buying an estimated $3.05K and bringing the position to 11,083 shares worth $192K. The position accounts for 0.16% of the portfolio, ranked #127.

Coordinated Financial Services first reported a position in PFXF in Q1 2024 and has held it in 2 quarters since. The position peaked at $193K in Q1 2024. 179 funds tracked by Wall St. Rank hold PFXF as of Q2 2024.

  • Coordinated Financial Services held 11,083 shares of VanEck Preferred Securities ex Financials ETF worth $192K as of Q2 2024.
  • Coordinated Financial Services bought 176 VanEck Preferred Securities ex Financials ETF shares in Q2 2024, an estimated $3.05K.
  • VanEck Preferred Securities ex Financials ETF made up 0.16% of Coordinated Financial Services's portfolio in Q2 2024, its #127 holding.
  • Coordinated Financial Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2024 and has held it in 2 quarters since.
  • Coordinated Financial Services's VanEck Preferred Securities ex Financials ETF position peaked at $193K in Q1 2024.
  • 179 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2024.

Based on Coordinated Financial Services's 13F filing for Q2 2024, filed 22 Jul 2024.