Global Wealth Management Investment Advisory’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-71	Closed	-$1K	–	575
2020 Q2	$1K	Hold	71	–	–	﹤0.01%	572
2020 Q1	$1K	Hold	71	–	–	﹤0.01%	561
2019 Q4	$1K	Hold	71	–	–	﹤0.01%	568
2019 Q3	$1K	Hold	71	–	–	﹤0.01%	595
2019 Q2	$1K	Sell	71 -69	-49%	-$1.34K	﹤0.01%	653
2019 Q1	$3K	Sell	140 -397	-74%	-$7.52K	﹤0.01%	503
2018 Q4	$10K	Buy	+537	New	+$9.91K	0.01%	386

Other funds holding PFXF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Global Wealth Management Investment Advisory's PFXF Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2020, closing a stake of 71 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in PFXF in Q4 2018 and held it in 7 quarters. The position peaked at $10K in Q4 2018. 92 funds tracked by Wall St. Rank hold PFXF as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 71 VanEck Preferred Securities ex Financials ETF shares in Q3 2020, an estimated $1K.
Global Wealth Management Investment Advisory first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's VanEck Preferred Securities ex Financials ETF position peaked at $10K in Q4 2018.
92 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.