CWM
PFXF icon

Crowley Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Crowley Wealth Management’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
Q4 		– Sell
-550
Closed -$9.77K – 254
2025
Q3 		$9.77K Hold
550
– – 0.01% 280
2025
Q2 		$9.42K Hold
550
– – 0.01% 271
2025
Q1 		$9.22K Hold
550
– – 0.01% 267
2024
Q4 		$9.49K Buy
+550
New +$9.89K 0.01% 271

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crowley Wealth Management's PFXF Position: Q4 2025 in Review

Crowley Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2025, closing a stake of 550 shares — an estimated $9.77K sold.

Crowley Wealth Management first reported a position in PFXF in Q4 2024 and held it in 4 quarters. The position peaked at $9.77K in Q3 2025. 210 funds tracked by Wall St. Rank hold PFXF as of Q4 2025.

  • Crowley Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 550 VanEck Preferred Securities ex Financials ETF shares in Q4 2025, an estimated $9.77K.
  • Crowley Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $9.77K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.