Foundations Investment Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Foundations Investment Advisors’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 Q1	$261K	Buy	14,856 +1,246	+9%	+$22.6K	﹤0.01%	971
2025 Q4	$240K	Sell	13,610 -905	-6%	-$16K	﹤0.01%	986
2025 Q3	$258K	Buy	14,515 +1,042	+8%	+$18.4K	﹤0.01%	913
2025 Q2	$231K	Buy	+13,473	New	+$224K	﹤0.01%	835
2023 Q2	–	Sell	-111,225	Closed	-$1.96M	–	606
2023 Q1	$1.96M	Buy	111,225 +8,315	+8%	+$148K	0.07%	168
2022 Q4	$1.72M	Buy	102,910 +30,817	+43%	+$525K	0.07%	153
2022 Q3	$1.24M	Buy	72,093 +17,970	+33%	+$333K	0.05%	145
2022 Q2	$977K	Buy	54,123 +35,342	+188%	+$672K	0.04%	148
2022 Q1	$372K	Buy	18,781 +5,343	+40%	+$109K	0.01%	237
2021 Q4	$290K	Buy	13,438 +3,528	+36%	+$75.9K	0.01%	278
2021 Q3	$209K	Buy	9,910 +323	+3%	+$6.93K	0.01%	297
2021 Q2	$205K	Buy	9,587 +43	+0.5%	+$906	0.01%	287
2021 Q1	$200K	Buy	+9,544	New	+$195K	0.01%	217
2020 Q3	–	Sell	-17,710	Closed	-$324K	–	179
2020 Q2	$324K	Buy	+17,710	New	+$319K	0.03%	133

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TWM

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

SOWBOCOPL

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Foundations Investment Advisors's PFXF Position: Q1 2026 in Review

Foundations Investment Advisors increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 9.2% in Q1 2026, buying an estimated $22.6K and bringing the position to 14,856 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Foundations Investment Advisors first reported a position in PFXF in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.96M in Q1 2023. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Foundations Investment Advisors held 14,856 shares of VanEck Preferred Securities ex Financials ETF worth $261K as of Q1 2026.
Foundations Investment Advisors bought 1,246 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $22.6K.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #971 holding.
Foundations Investment Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2020 and has held it in 14 quarters since.
Foundations Investment Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.96M in Q1 2023.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.