FGC
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Financial Gravity Companies’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$26K Buy
+1,364
New +$25.2K 0.02% 448

Other funds holding PFXF

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Financial Gravity Companies's PFXF Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2018: 1,364 shares worth $26K. The stake represents 0.02% of the portfolio and ranks #448 among its holdings.

73 funds tracked by Wall St. Rank hold PFXF as of Q4 2018.

  • Financial Gravity Companies held 1,364 shares of VanEck Preferred Securities ex Financials ETF worth $26K as of Q4 2018.
  • VanEck Preferred Securities ex Financials ETF was a new Financial Gravity Companies position in Q4 2018.
  • VanEck Preferred Securities ex Financials ETF made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #448 holding.
  • 73 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.