EWA
Etesian Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Sell |
54,977
-1,767
| -3% | -$30.3K | 0.35% | 70 |
|
|
2025
Q1 | $951K | Buy |
56,744
+7,702
| +16% | +$129K | 0.41% | 67 |
|
|
2024
Q4 | $846K | Buy |
49,042
+4,186
| +9% | +$72.2K | 0.37% | 69 |
|
|
2024
Q3 | $819K | Buy |
44,856
+3,332
| +8% | +$60.8K | 0.37% | 75 |
|
|
2024
Q2 | $718K | Buy |
41,524
+1,506
| +4% | +$26.1K | 0.4% | 77 |
|
|
2024
Q1 | $708K | Buy |
40,018
+6,298
| +19% | +$111K | 0.41% | 76 |
|
|
2023
Q4 | $582K | Buy |
+33,720
| New | +$582K | 0.35% | 80 |
|