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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
2026
Q3 		$1.13M Buy
+645
New +$11.5K 0.53% 24
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

Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fortitude Financial's PFXF Position: Q3 2026 in Review

Fortitude Financial opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2026: 645 shares worth $1.13M. The stake represents 0.53% of the portfolio and ranks #24 among its holdings. This is a return to the name: Fortitude Financial previously reported a position in PFXF as recently as Q3 2025.

Fortitude Financial first reported a position in PFXF in Q2 2025 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

  • Fortitude Financial held 645 shares of VanEck Preferred Securities ex Financials ETF worth $1.13M as of Q3 2026.
  • VanEck Preferred Securities ex Financials ETF was a new Fortitude Financial position in Q3 2026.
  • VanEck Preferred Securities ex Financials ETF made up 0.53% of Fortitude Financial's portfolio in Q3 2026, its #24 holding.
  • Fortitude Financial first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2025 and has held it in 3 quarters since.
  • 35 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Fortitude Financial's 13F filing for Q3 2026, filed 19 Oct 2026.