FIG Financial Advisory Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

FIG Financial Advisory Services’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	–	Sell	-123,698	Closed	-$2.17M	–	96
2026 Q1	$2.17M	Buy	+123,698	New	+$2.24M	1.36%	14

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FIG Financial Advisory Services's PFXF Position: Q2 2026 in Review

FIG Financial Advisory Services sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026, closing a stake of 123,698 shares — an estimated $2.17M sold.

FIG Financial Advisory Services first reported a position in PFXF in Q1 2026 and held it in 1 quarter. The position peaked at $2.17M in Q1 2026. 218 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

FIG Financial Advisory Services reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2026 after selling out during the quarter.
FIG Financial Advisory Services sold 123,698 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $2.17M.
FIG Financial Advisory Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2026 and held it in 1 quarter.
FIG Financial Advisory Services's VanEck Preferred Securities ex Financials ETF position peaked at $2.17M in Q1 2026.
218 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.