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

Crewe 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
2024 Q1	–	Sell	-950	Closed	-$16.3K	–	992
2023 Q4	$16.3K	Hold	950	–	–	﹤0.01%	174
2023 Q3	$16K	Hold	950	–	–	﹤0.01%	213
2023 Q2	$16.8K	Hold	950	–	–	﹤0.01%	356
2023 Q1	$16.8K	Hold	950	–	–	﹤0.01%	462
2022 Q4	$15.9K	Hold	950	–	–	﹤0.01%	459
2022 Q3	$16K	Sell	950 -950	-50%	-$17.6K	﹤0.01%	533
2022 Q2	$34K	Hold	1,900	–	–	0.01%	344
2022 Q1	$39K	Buy	+1,900	New	+$38.9K	0.01%	243

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

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

RCI

RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Crewe Advisors's PFXF Position: Q1 2024 in Review

Crewe Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2024, closing a stake of 950 shares — an estimated $16.3K sold.

Crewe Advisors first reported a position in PFXF in Q1 2022 and held it in 8 quarters. The position peaked at $39K in Q1 2022. 174 funds tracked by Wall St. Rank hold PFXF as of Q1 2024.

Crewe Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 950 VanEck Preferred Securities ex Financials ETF shares in Q1 2024, an estimated $16.3K.
Crewe Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2022 and held it in 8 quarters.
Crewe Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $39K in Q1 2022.
174 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.