Financial Gravity Asset Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Financial Gravity Asset 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
2019 Q4	$28K	Sell	1,364 -602	-31%	-$12.1K	0.02%	896
2019 Q3	$40K	Buy	1,966 +602	+44%	+$12K	0.03%	324
2019 Q2	$27K	Hold	1,364	–	–	0.02%	437
2019 Q1	$27K	Buy	+1,364	New	+$25.8K	0.02%	397
2018 Q3	$26K	Buy	+1,364	New	+$26.7K	0.03%	442

Other funds holding PFXF

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

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $501M AUM 35.9% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's PFXF Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 31% in Q4 2019, selling an estimated $12.1K and leaving 1,364 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #896.

Financial Gravity Asset Management first reported a position in PFXF in Q3 2018 and has held it in 5 quarters since. The position peaked at $40K in Q3 2019. 101 funds tracked by Wall St. Rank hold PFXF as of Q4 2019.

Financial Gravity Asset Management held 1,364 shares of VanEck Preferred Securities ex Financials ETF worth $28K as of Q4 2019.
Financial Gravity Asset Management sold 602 VanEck Preferred Securities ex Financials ETF shares in Q4 2019, an estimated $12.1K.
VanEck Preferred Securities ex Financials ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #896 holding.
Financial Gravity Asset Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2018 and has held it in 5 quarters since.
Financial Gravity Asset Management's VanEck Preferred Securities ex Financials ETF position peaked at $40K in Q3 2019.
101 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.