CWP
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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
2026
Q1 		$187K Hold
10,685
– – 0.09% 172
2025
Q4 		$189K Hold
10,685
– – 0.09% 168
2025
Q3 		$190K Sell
10,685
-11,795
-52% -$208K 0.09% 173
2025
Q2 		$385K Hold
22,480
– – 0.2% 103
2025
Q1 		$377K Hold
22,480
– – 0.22% 104
2024
Q4 		$388K Buy
22,480
+4,427
+25% +$79.6K 0.22% 99
2024
Q3 		$330K Hold
18,053
– – 0.2% 107
2024
Q2 		$312K Sell
18,053
-10,567
-37% -$183K 0.21% 96
2024
Q1 		$506K Buy
28,620
+199
+0.7% +$3.49K 0.38% 57
2023
Q4 		$488K Buy
28,421
+202
+0.7% +$3.34K 0.4% 55
2023
Q3 		$474K Buy
28,219
+216
+0.8% +$3.72K 0.43% 52
2023
Q2 		$495K Sell
28,003
-3,197
-10% -$55.4K 0.46% 53
2023
Q1 		$551K Buy
+31,200
New +$555K 0.55% 47

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Wells Fargo
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TWM
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SOWBOCOPL
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MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
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TCM
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