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

Founders Financial Alliance’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	-50	Closed	-$885	–	573
2024 Q1	$885	Buy	+50	New	+$878	﹤0.01%	548
2022 Q3	–	Sell	-2,383	Closed	-$43K	–	526
2022 Q2	$43K	Buy	+2,383	New	+$45.3K	0.02%	348
2020 Q4	–	Sell	-2,850	Closed	-$55K	–	1011
2020 Q3	$55K	Buy	+2,850	New	+$54.3K	0.03%	359

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

Founders Financial Alliance's PFXF Position: Q2 2024 in Review

Founders Financial Alliance sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2024, closing a stake of 50 shares — an estimated $885 sold.

Founders Financial Alliance first reported a position in PFXF in Q3 2020 and held it in 3 quarters. The position peaked at $55K in Q3 2020. 179 funds tracked by Wall St. Rank hold PFXF as of Q2 2024.

Founders Financial Alliance reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2024 after selling out during the quarter.
Founders Financial Alliance sold 50 VanEck Preferred Securities ex Financials ETF shares in Q2 2024, an estimated $885.
Founders Financial Alliance first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2020 and held it in 3 quarters.
Founders Financial Alliance's VanEck Preferred Securities ex Financials ETF position peaked at $55K in Q3 2020.
179 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2024.

Based on Founders Financial Alliance's 13F filing for Q2 2024, filed 26 Aug 2024.