FFWM
Future Financial Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Sell |
11,415
-25,844
| -69% | -$442K | 0.13% | 116 |
|
|
2025
Q1 | $624K | Sell |
37,259
-114,211
| -75% | -$1.91M | 0.46% | 45 |
|
|
2024
Q4 | $2.61M | Sell |
151,470
-26,243
| -15% | -$453K | 1.91% | 12 |
|
|
2024
Q3 | $3.25M | Buy |
177,713
+11,643
| +7% | +$213K | 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% | +$115K | 2.24% | 10 |
|
|
2023
Q4 | $2.72M | Buy |
158,433
+12,570
| +9% | +$216K | 2.7% | 13 |
|
|
2023
Q3 | $2.45M | Buy |
145,863
+21
| +0% | +$353 | 2.72% | 12 |
|
|
2023
Q2 | $2.58M | Sell |
145,842
-32
| -0% | -$565 | 2.71% | 11 |
|
|
2023
Q1 | $2.55M | Buy |
145,874
+62,150
| +74% | +$1.09M | 2.81% | 9 |
|
|
2022
Q4 | $1.4M | Sell |
83,724
-801
| -0.9% | -$13.4K | 1.59% | 15 |
|
|
2022
Q3 | $1.53M | Sell |
84,525
-4,037
| -5% | -$73.1K | 1.76% | 10 |
|
|
2022
Q2 | $1.82M | Hold |
88,562
| – | – | 1.78% | 10 |
|
|
2022
Q1 | $1.82M | Buy |
+88,562
| New | +$1.82M | 1.51% | 10 |
|