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

Creative Planning’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	$1.81M	Sell	103,062 -3,507	-3%	-$63.5K	﹤0.01%	1978
2025 Q4	$1.88M	Buy	106,569 +18,734	+21%	+$332K	﹤0.01%	1769
2025 Q3	$1.56M	Sell	87,835 -1,807	-2%	-$31.9K	﹤0.01%	1744
2025 Q2	$1.53M	Buy	89,642 +75,220	+522%	+$1.25M	﹤0.01%	1527
2025 Q1	$242K	Sell	14,422 -1,835	-11%	-$31.7K	﹤0.01%	2918
2024 Q4	$280K	Sell	16,257 -2,880	-15%	-$51.8K	﹤0.01%	2717
2024 Q3	$349K	Sell	19,137 -37,138	-66%	-$654K	﹤0.01%	2404
2024 Q2	$974K	Buy	+56,275	New	+$976K	﹤0.01%	1417
2017 Q3	–	Sell	-24	Closed	–	–	3190
2017 Q2	$0	Sell	24 -171	-88%	-$3.44K	﹤0.01%	4766
2017 Q1	$4K	Sell	195 -3,179	-94%	-$63K	﹤0.01%	4065
2016 Q4	$65K	Sell	3,374 -791	-19%	-$15.6K	﹤0.01%	2183
2016 Q3	$86K	Buy	4,165 +1,383	+50%	+$28.8K	﹤0.01%	1955
2016 Q2	$58K	Sell	2,782 -4,800	-63%	-$97.8K	﹤0.01%	2038
2016 Q1	$153K	Sell	7,582 -738	-9%	-$14.3K	﹤0.01%	1361
2015 Q4	$159K	Hold	8,320	–	–	﹤0.01%	1350
2015 Q3	$163K	Buy	+8,320	New	+$166K	﹤0.01%	1307
2015 Q1	–	Sell	-1,500	Closed	-$31K	–	4353
2014 Q4	$31K	Buy	+1,500	New	+$30.8K	﹤0.01%	2323
2014 Q3	–	Sell	-147	Closed	-$3K	–	4114
2014 Q2	$3K	Buy	+147	New	+$3.02K	﹤0.01%	3415

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Creative Planning's PFXF Position: Q1 2026 in Review

Creative Planning reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 3.3% in Q1 2026, selling an estimated $63.5K and leaving 103,062 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Creative Planning first reported a position in PFXF in Q2 2014 and has held it in 18 quarters since. The position peaked at $1.88M in Q4 2025. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Creative Planning held 103,062 shares of VanEck Preferred Securities ex Financials ETF worth $1.81M as of Q1 2026.
Creative Planning sold 3,507 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $63.5K.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1978 holding.
Creative Planning first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2014 and has held it in 18 quarters since.
Creative Planning's VanEck Preferred Securities ex Financials ETF position peaked at $1.88M in Q4 2025.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.