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CoreCap Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

CoreCap 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
2026
Q2 		$15.1K Buy
+845
New +$15.5K ﹤0.01% 1918
2024
Q4 		– Sell
-5,501
Closed -$100K – 2944
2024
Q3 		$100K Buy
5,501
+4,570
+491% +$80.5K ﹤0.01% 908
2024
Q2 		$16.1K Sell
931
-296
-24% -$5.13K ﹤0.01% 962
2024
Q1 		$21.7K Buy
+1,227
New +$21.5K ﹤0.01% 1443
2022
Q4 		$19.8K Buy
+1,183
New +$20.2K ﹤0.01% 1308
2022
Q3 		– Sell
-3,055
Closed -$55K – 1635
2022
Q2 		$55K Buy
+3,055
New +$58.1K ﹤0.01% 907
2022
Q1 		– Sell
-3,831
Closed -$84K – 1634
2021
Q4 		$84K Buy
+3,831
New +$82.4K 0.01% 818

Other funds holding PFXF

WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CoreCap Advisors's PFXF Position: Q2 2026 in Review

CoreCap Advisors opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026: 845 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #1918 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in PFXF as recently as Q3 2024.

CoreCap Advisors first reported a position in PFXF in Q4 2021 and has held it in 7 quarters since. The position peaked at $100K in Q3 2024. 38 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • CoreCap Advisors held 845 shares of VanEck Preferred Securities ex Financials ETF worth $15.1K as of Q2 2026.
  • VanEck Preferred Securities ex Financials ETF was a new CoreCap Advisors position in Q2 2026.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1918 holding.
  • CoreCap Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2021 and has held it in 7 quarters since.
  • CoreCap Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $100K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.