Core Wealth Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Core Wealth Partners’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	$385K	Hold
2025 Q1	$377K	Hold
2024 Q4	$388K	Buy
2024 Q3	$330K	Hold
2024 Q2	$312K	Sell
2024 Q1	$506K	Buy
2023 Q4	$488K	Buy
2023 Q3	$474K	Buy
2023 Q2	$495K	Sell
2023 Q1	$551K	Buy