GCP
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Gill Capital Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Gill Capital Partners’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
Q3 		– Sell
-2,793
Closed -$49.8K – 486
2026
Q2 		$49.8K Buy
+2,793
New +$51.3K 0.01% 278

Other funds holding PFXF

WI
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Concurrent Investment Advisors
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IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Gill Capital Partners's PFXF Position: Q3 2026 in Review

Gill Capital Partners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2026, closing a stake of 2,793 shares — an estimated $49.8K sold.

Gill Capital Partners first reported a position in PFXF in Q2 2026 and held it in 1 quarter. The position peaked at $49.8K in Q2 2026. 27 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

  • Gill Capital Partners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2026 after selling out during the quarter.
  • Gill Capital Partners sold 2,793 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $49.8K.
  • Gill Capital Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2026 and held it in 1 quarter.
  • Gill Capital Partners's VanEck Preferred Securities ex Financials ETF position peaked at $49.8K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Gill Capital Partners's 13F filing for Q3 2026, filed 13 Oct 2026.