Golden Green’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Golden Green’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
2021 Q2	–	Sell	-15,599	Closed	-$325K	–	178
2021 Q1	$325K	Sell	15,599 -38,528	-71%	-$788K	0.28%	123
2020 Q4	$1.11M	Buy	+54,127	New	+$1.08M	1.04%	26

Other funds holding PFXF

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

1IA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

TYCC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Golden Green's PFXF Position: Q2 2021 in Review

Golden Green sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2021, closing a stake of 15,599 shares — an estimated $325K sold.

Golden Green first reported a position in PFXF in Q4 2020 and held it in 2 quarters. The position peaked at $1.11M in Q4 2020. 113 funds tracked by Wall St. Rank hold PFXF as of Q2 2021.

Golden Green reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2021 after selling out during the quarter.
Golden Green sold 15,599 VanEck Preferred Securities ex Financials ETF shares in Q2 2021, an estimated $325K.
Golden Green first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2020 and held it in 2 quarters.
Golden Green's VanEck Preferred Securities ex Financials ETF position peaked at $1.11M in Q4 2020.
113 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2021.

Based on Golden Green's 13F filing for Q2 2021, filed 14 Jul 2021.