Financial Advocates Investment Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Financial Advocates Investment 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
2024 Q4	–	Sell	-21,567	Closed	-$859K	–	801
2024 Q3	$859K	Buy	+21,567	New	+$380K	0.05%	332
2023 Q4	–	Sell	-22,870	Closed	-$615K	–	771
2023 Q3	$615K	Buy	+22,870	New	+$394K	0.04%	365
2021 Q2	–	Sell	-8,224	Closed	-$528K	–	817
2021 Q1	$528K	Buy	+8,224	New	+$168K	0.04%	471

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Financial Advocates Investment Management's PFXF Position: Q4 2024 in Review

Financial Advocates Investment Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2024, closing a stake of 21,567 shares — an estimated $859K sold.

Financial Advocates Investment Management first reported a position in PFXF in Q1 2021 and held it in 3 quarters. The position peaked at $859K in Q3 2024. 191 funds tracked by Wall St. Rank hold PFXF as of Q4 2024.

Financial Advocates Investment Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 21,567 VanEck Preferred Securities ex Financials ETF shares in Q4 2024, an estimated $859K.
Financial Advocates Investment Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2021 and held it in 3 quarters.
Financial Advocates Investment Management's VanEck Preferred Securities ex Financials ETF position peaked at $859K in Q3 2024.
191 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2024.

Based on Financial Advocates Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.