Evergreen Capital Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Evergreen Capital 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
2026 Q1	$179K	Hold	10,200	–	–	﹤0.01%	1417
2025 Q4	$180K	Hold	10,200	–	–	﹤0.01%	1330
2025 Q3	$181K	Buy	+10,200	New	+$180K	﹤0.01%	1240

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 $152M AUM 0.51% 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

Evergreen Capital Management's PFXF Position: Q1 2026 in Review

Evergreen Capital Management held its VanEck Preferred Securities ex Financials ETF (PFXF) position steady in Q1 2026 at 10,200 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Evergreen Capital Management first reported a position in PFXF in Q3 2025 and has held it in 3 quarters since. The position peaked at $181K in Q3 2025. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Evergreen Capital Management held 10,200 shares of VanEck Preferred Securities ex Financials ETF worth $179K as of Q1 2026.
Evergreen Capital Management left its VanEck Preferred Securities ex Financials ETF share count unchanged in Q1 2026.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1417 holding.
Evergreen Capital Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2025 and has held it in 3 quarters since.
Evergreen Capital Management's VanEck Preferred Securities ex Financials ETF position peaked at $181K in Q3 2025.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.