FFWM
PFXF icon

Future Financial Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Future Financial Wealth Management’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
-9,415
Closed -$167K – 340
2025
Q3 		$167K Sell
9,415
-2,000
-18% -$35.3K 0.11% 131
2025
Q2 		$195K Sell
11,415
-25,844
-69% -$429K 0.13% 116
2025
Q1 		$624K Sell
37,259
-114,211
-75% -$1.97M 0.46% 45
2024
Q4 		$2.61M Sell
151,470
-26,243
-15% -$472K 1.91% 12
2024
Q3 		$3.25M Buy
177,713
+11,643
+7% +$205K 2.32% 10
2024
Q2 		$2.87M Buy
166,070
+1,162
+0.7% +$20.1K 2.53% 10
2024
Q1 		$2.92M Buy
164,908
+6,475
+4% +$114K 2.24% 10
2023
Q4 		$2.72M Buy
158,433
+12,570
+9% +$208K 2.7% 13
2023
Q3 		$2.45M Buy
145,863
+21
+0% +$362 2.72% 12
2023
Q2 		$2.58M Sell
145,842
-32
-0% -$554 2.71% 11
2023
Q1 		$2.55M Buy
145,874
+62,150
+74% +$1.1M 2.81% 9
2022
Q4 		$1.4M Sell
83,724
-801
-0.9% -$13.6K 1.59% 15
2022
Q3 		$1.53M Sell
84,525
-4,037
-5% -$74.8K 1.76% 10
2022
Q2 		$1.82M Hold
88,562
– – 1.78% 10
2022
Q1 		$1.82M Buy
+88,562
New +$1.81M 1.51% 10

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $36.1B AUM 19.68% 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 $666B AUM 30.12% 1-Year Est. Return

Future Financial Wealth Management's PFXF Position: Q4 2025 in Review

Future Financial Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2025, closing a stake of 9,415 shares — an estimated $167K sold.

Future Financial Wealth Management first reported a position in PFXF in Q1 2022 and held it in 15 quarters. The position peaked at $3.25M in Q3 2024. 209 funds tracked by Wall St. Rank hold PFXF as of Q4 2025.

  • Future Financial Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 9,415 VanEck Preferred Securities ex Financials ETF shares in Q4 2025, an estimated $167K.
  • Future Financial Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2022 and held it in 15 quarters.
  • Future Financial Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $3.25M in Q3 2024.
  • 209 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.