BFC Planning, Inc.’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

BFC Planning, Inc.’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	$2.11M	Buy	118,305 +3,021	+3%	+$55.5K	0.09%	237
2026 Q1	$2.02M	Buy	115,284 +7,454	+7%	+$135K	0.09%	228
2025 Q4	$1.9M	Buy	107,830 +4,672	+5%	+$82.8K	0.08%	229
2025 Q3	$1.83M	Sell	103,158 -106	-0.1%	-$1.87K	0.13%	140
2025 Q2	$1.77M	Sell	103,264 -7,807	-7%	-$130K	0.14%	139
2025 Q1	$1.86M	Sell	111,071 -3,845	-3%	-$66.4K	0.16%	118
2024 Q4	$1.98M	Buy	+114,916	New	+$2.07M	0.16%	110

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 $468B AUM 17.69% 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

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

BFC Planning, Inc.'s PFXF Position: Q2 2026 in Review

BFC Planning, Inc. increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 2.6% in Q2 2026, buying an estimated $55.5K and bringing the position to 118,305 shares worth $2.11M. The position accounts for 0.09% of the portfolio, ranked #237.

BFC Planning, Inc. first reported a position in PFXF in Q4 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

BFC Planning, Inc. held 118,305 shares of VanEck Preferred Securities ex Financials ETF worth $2.11M as of Q2 2026.
BFC Planning, Inc. bought 3,021 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $55.5K.
VanEck Preferred Securities ex Financials ETF made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #237 holding.
BFC Planning, Inc. first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2024 and has held it in 7 quarters since.
232 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.