Creative Financial Designs’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Creative Financial Designs’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	-190	Closed	-$3.28K	–	2108
2024 Q4	$3.28K	Hold	190	–	–	﹤0.01%	1503
2024 Q3	$3.47K	Hold	190	–	–	﹤0.01%	1451
2024 Q2	$3.29K	Hold	190	–	–	﹤0.01%	1405
2024 Q1	$3.36K	Hold	190	–	–	﹤0.01%	1400
2023 Q4	$3.26K	Hold	190	–	–	﹤0.01%	1340
2023 Q3	$3.19K	Hold	190	–	–	﹤0.01%	1263
2023 Q2	$3.36K	Hold	190	–	–	﹤0.01%	1241
2023 Q1	$3.35K	Hold	190	–	–	﹤0.01%	1190
2022 Q4	$3.17K	Hold	190	–	–	﹤0.01%	1108
2022 Q3	$3K	Hold	190	–	–	﹤0.01%	1129
2022 Q2	$3K	Hold	190	–	–	﹤0.01%	1090
2022 Q1	$4K	Hold	190	–	–	﹤0.01%	1081
2021 Q4	$4K	Hold	190	–	–	﹤0.01%	1052
2021 Q3	$4K	Sell	190 -3,323	-95%	-$71.3K	﹤0.01%	1204
2021 Q2	$75K	Buy	3,513 +1,210	+53%	+$25.5K	0.01%	505
2021 Q1	$48K	Buy	2,303 +28	+1%	+$572	0.01%	579
2020 Q4	$47K	Buy	2,275 +31	+1%	+$618	0.01%	526
2020 Q3	$43K	Buy	2,244 +530	+31%	+$10.1K	0.01%	495
2020 Q2	$31K	Buy	+1,714	New	+$30.9K	0.01%	505

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Financial Designs's PFXF Position: Q1 2025 in Review

Creative Financial Designs sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2025, closing a stake of 190 shares — an estimated $3.28K sold.

Creative Financial Designs first reported a position in PFXF in Q2 2020 and held it in 19 quarters. The position peaked at $75K in Q2 2021. 190 funds tracked by Wall St. Rank hold PFXF as of Q1 2025.

Creative Financial Designs reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2025 after selling out during the quarter.
Creative Financial Designs sold 190 VanEck Preferred Securities ex Financials ETF shares in Q1 2025, an estimated $3.28K.
Creative Financial Designs first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2020 and held it in 19 quarters.
Creative Financial Designs's VanEck Preferred Securities ex Financials ETF position peaked at $75K in Q2 2021.
190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2025.

Based on Creative Financial Designs's 13F filing for Q1 2025, filed 23 Apr 2025.