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
2026 Q2	$111K	Buy	+6,220	New	+$114K	0.01%	491
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

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Founders Financial Alliance's PFXF Position: Q2 2026 in Review

Founders Financial Alliance opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026: 6,220 shares worth $111K. The stake represents 0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in PFXF as recently as Q1 2024.

Founders Financial Alliance first reported a position in PFXF in Q3 2020 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Founders Financial Alliance held 6,220 shares of VanEck Preferred Securities ex Financials ETF worth $111K as of Q2 2026.
VanEck Preferred Securities ex Financials ETF was a new Founders Financial Alliance position in Q2 2026.
VanEck Preferred Securities ex Financials ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #491 holding.
Founders Financial Alliance first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2020 and has held it in 4 quarters since.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.