Drucker Wealth 3.0’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Drucker Wealth 3.0’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 Q4	–	Sell	-12,693	Closed	-$232K	–	157
2024 Q3	$232K	Buy	12,693 +62	+0.5%	+$1.09K	0.06%	141
2024 Q2	$219K	Buy	+12,631	New	+$219K	0.06%	144

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RCI

RS Crum Inc Newport Beach, California $517M AUM 16.68% 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

Drucker Wealth 3.0's PFXF Position: Q4 2024 in Review

Drucker Wealth 3.0 sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2024, closing a stake of 12,693 shares — an estimated $232K sold.

Drucker Wealth 3.0 first reported a position in PFXF in Q2 2024 and held it in 2 quarters. The position peaked at $232K in Q3 2024. 191 funds tracked by Wall St. Rank hold PFXF as of Q4 2024.

Drucker Wealth 3.0 reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2024 after selling out during the quarter.
Drucker Wealth 3.0 sold 12,693 VanEck Preferred Securities ex Financials ETF shares in Q4 2024, an estimated $232K.
Drucker Wealth 3.0 first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2024 and held it in 2 quarters.
Drucker Wealth 3.0's VanEck Preferred Securities ex Financials ETF position peaked at $232K in Q3 2024.
191 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2024.

Based on Drucker Wealth 3.0's 13F filing for Q4 2024, filed 18 Feb 2025.