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Dynamic Advisor Solutions’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Dynamic Advisor Solutions’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
2023
Q1 		– Sell
-11,343
Closed -$190K – 789
2022
Q4 		$190K Sell
11,343
-3,984
-26% -$67.9K 0.01% 672
2022
Q3 		$264K Sell
15,327
-545
-3% -$10.1K 0.02% 558
2022
Q2 		$287K Sell
15,872
-45,469
-74% -$865K 0.02% 550
2022
Q1 		$1.26M Buy
+61,341
New +$1.26M 0.09% 229

Other funds holding PFXF

SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Dynamic Advisor Solutions's PFXF Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2023, closing a stake of 11,343 shares — an estimated $190K sold.

Dynamic Advisor Solutions first reported a position in PFXF in Q1 2022 and held it in 4 quarters. The position peaked at $1.26M in Q1 2022. 146 funds tracked by Wall St. Rank hold PFXF as of Q1 2023.

  • Dynamic Advisor Solutions reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2023 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 11,343 VanEck Preferred Securities ex Financials ETF shares in Q1 2023, an estimated $190K.
  • Dynamic Advisor Solutions first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2022 and held it in 4 quarters.
  • Dynamic Advisor Solutions's VanEck Preferred Securities ex Financials ETF position peaked at $1.26M in Q1 2022.
  • 146 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.