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Fortitude Financial’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Fortitude Financial’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
2025
Q4 		– Sell
-6,806
Closed -$377K – 52
2025
Q3 		$377K Hold
6,806
– – 0.31% 27
2025
Q2 		$356K Buy
+6,806
New +$113K 0.32% 26

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
MML Investors Services
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
WI
Wealth Intelligence Columbus, Georgia $215M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fortitude Financial's PFXF Position: Q4 2025 in Review

Fortitude Financial sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2025, closing a stake of 6,806 shares — an estimated $377K sold.

Fortitude Financial first reported a position in PFXF in Q2 2025 and held it in 2 quarters. The position peaked at $377K in Q3 2025. 210 funds tracked by Wall St. Rank hold PFXF as of Q4 2025.

  • Fortitude Financial reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Fortitude Financial sold 6,806 VanEck Preferred Securities ex Financials ETF shares in Q4 2025, an estimated $377K.
  • Fortitude Financial first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2025 and held it in 2 quarters.
  • Fortitude Financial's VanEck Preferred Securities ex Financials ETF position peaked at $377K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2025.

Based on Fortitude Financial's 13F filing for Q4 2025, filed 27 Jan 2026.