EverSource Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

EverSource Wealth Advisors’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 Q2	$9.72K	Buy	545 +265	+95%	+$4.87K	﹤0.01%	2932
2026 Q1	$4.91K	Sell	280 -43	-13%	-$779	﹤0.01%	3276
2025 Q4	$5.7K	Sell	323 -236	-42%	-$4.18K	﹤0.01%	3069
2025 Q3	$9.93K	Hold	559	–	–	﹤0.01%	2825
2025 Q2	$9.57K	Hold	559	–	–	﹤0.01%	2834
2025 Q1	$9.37K	Hold	559	–	–	﹤0.01%	2149
2024 Q4	$9.64K	Hold	559	–	–	﹤0.01%	2016
2024 Q3	$10.2K	Sell	559 -763	-58%	-$13.4K	﹤0.01%	1854
2024 Q2	$22.8K	Hold	1,322	–	–	﹤0.01%	1444
2024 Q1	$22.4K	Buy	+1,322	New	+$23.2K	﹤0.01%	1310

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

EverSource Wealth Advisors's PFXF Position: Q2 2026 in Review

EverSource Wealth Advisors increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 95% in Q2 2026, buying an estimated $4.87K and bringing the position to 545 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2932.

EverSource Wealth Advisors first reported a position in PFXF in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.8K in Q2 2024. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

EverSource Wealth Advisors held 545 shares of VanEck Preferred Securities ex Financials ETF worth $9.72K as of Q2 2026.
EverSource Wealth Advisors bought 265 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $4.87K.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2932 holding.
EverSource Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $22.8K in Q2 2024.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.