Equitable Holdings’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Equitable Holdings’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	$2.88M	Buy	164,154 +23,546	+17%	+$427K	0.02%	612
2025 Q4	$2.48M	Buy	140,608 +12,102	+9%	+$214K	0.02%	569
2025 Q3	$2.28M	Buy	128,506 +23,543	+22%	+$416K	0.02%	567
2025 Q2	$1.8M	Buy	104,963 +16,326	+18%	+$271K	0.01%	608
2025 Q1	$1.49M	Buy	88,637 +77,230	+677%	+$1.33M	0.01%	597
2024 Q4	$197K	Buy	11,407 +1,382	+14%	+$24.9K	﹤0.01%	1202
2024 Q3	$183K	Hold	10,025	–	–	﹤0.01%	1203
2024 Q2	$173K	Sell	10,025 -1,293	-11%	-$22.4K	﹤0.01%	1155
2024 Q1	$200K	Sell	11,318 -3,237	-22%	-$56.8K	﹤0.01%	1098
2023 Q4	$250K	Sell	14,555 -11,790	-45%	-$195K	﹤0.01%	992
2023 Q3	$443K	Sell	26,345 -3,464	-12%	-$59.6K	0.01%	757
2023 Q2	$527K	Buy	29,809 +17,188	+136%	+$298K	0.01%	690
2023 Q1	$223K	Buy	+12,621	New	+$224K	﹤0.01%	888

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 $1.03B AUM 16.43% 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 $504M AUM 40.92% 1-Year Est. Return

Equitable Holdings's PFXF Position: Q1 2026 in Review

Equitable Holdings increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 17% in Q1 2026, buying an estimated $427K and bringing the position to 164,154 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #612.

Equitable Holdings first reported a position in PFXF in Q1 2023 and has held it in 13 quarters since. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Equitable Holdings held 164,154 shares of VanEck Preferred Securities ex Financials ETF worth $2.88M as of Q1 2026.
Equitable Holdings bought 23,546 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $427K.
VanEck Preferred Securities ex Financials ETF made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #612 holding.
Equitable Holdings first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2023 and has held it in 13 quarters since.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.