FineMark National Bank & Trust’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

FineMark National Bank & Trust’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 Q2	–	Sell	-21,467	Closed	-$380K	–	441
2024 Q1	$380K	Buy	+21,467	New	+$377K	0.01%	315

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

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

CWM

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

SOWBOCOPL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCI

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TWM

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

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

FineMark National Bank & Trust's PFXF Position: Q2 2024 in Review

FineMark National Bank & Trust sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2024, closing a stake of 21,467 shares — an estimated $380K sold.

FineMark National Bank & Trust first reported a position in PFXF in Q1 2024 and held it in 1 quarter. The position peaked at $380K in Q1 2024. 179 funds tracked by Wall St. Rank hold PFXF as of Q2 2024.

FineMark National Bank & Trust reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2024 after selling out during the quarter.
FineMark National Bank & Trust sold 21,467 VanEck Preferred Securities ex Financials ETF shares in Q2 2024, an estimated $380K.
FineMark National Bank & Trust first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2024 and held it in 1 quarter.
FineMark National Bank & Trust's VanEck Preferred Securities ex Financials ETF position peaked at $380K in Q1 2024.
179 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2024.

Based on FineMark National Bank & Trust's 13F filing for Q2 2024, filed 2 Aug 2024.