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Coppell Advisory Solutions’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-695
Closed -$12K – 1433
2024
Q4 		$12K Buy
695
+50
+8% +$899 ﹤0.01% 1042
2024
Q3 		$11.8K Buy
+645
New +$11.4K ﹤0.01% 1028

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coppell Advisory Solutions's PFXF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2025, closing a stake of 695 shares — an estimated $12K sold.

Coppell Advisory Solutions first reported a position in PFXF in Q3 2024 and held it in 2 quarters. The position peaked at $12K in Q4 2024. 190 funds tracked by Wall St. Rank hold PFXF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 695 VanEck Preferred Securities ex Financials ETF shares in Q1 2025, an estimated $12K.
  • Coppell Advisory Solutions first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's VanEck Preferred Securities ex Financials ETF position peaked at $12K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.