Gladstone Institutional Advisory’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Gladstone Institutional Advisory's PFXF Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 37% in Q2 2026, buying an estimated $102K and bringing the position to 20,734 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #681.

Gladstone Institutional Advisory first reported a position in PFXF in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

• Gladstone Institutional Advisory held 20,734 shares of VanEck Preferred Securities ex Financials ETF worth $370K as of Q2 2026.
• Gladstone Institutional Advisory bought 5,557 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $102K.
• VanEck Preferred Securities ex Financials ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #681 holding.
• Gladstone Institutional Advisory first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2026 and has held it in 2 quarters since.
• 80 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.