GPS Wealth Strategies Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-1,900	Closed	-$33.8K	–	1279
2025 Q3	$33.8K	Hold	1,900	–	–	﹤0.01%	765
2025 Q2	$32.5K	Hold	1,900	–	–	﹤0.01%	740
2025 Q1	$31.8K	Hold	1,900	–	–	﹤0.01%	715
2024 Q4	$32.8K	Hold	1,900	–	–	﹤0.01%	683
2024 Q3	$34.7K	Sell	1,900 -200	-10%	-$3.52K	﹤0.01%	671
2024 Q2	$36.3K	Hold	2,100	–	–	0.01%	617
2024 Q1	$37.1K	Hold	2,100	–	–	0.01%	576
2023 Q4	$36.1K	Hold	2,100	–	–	0.01%	567
2023 Q3	$35.3K	Hold	2,100	–	–	0.01%	568
2023 Q2	$37.1K	Buy	+2,100	New	+$36.4K	0.01%	557
2022 Q4	–	Sell	-43	Closed	-$1K	–	807
2022 Q3	$1K	Hold	43	–	–	﹤0.01%	1099
2022 Q2	$1K	Hold	43	–	–	﹤0.01%	1078
2022 Q1	$1K	Hold	43	–	–	﹤0.01%	1006
2021 Q4	$1K	Hold	43	–	–	﹤0.01%	1027
2021 Q3	$1K	Hold	43	–	–	﹤0.01%	994
2021 Q2	$1K	Sell	43 -1,393	-97%	-$29.4K	﹤0.01%	1007
2021 Q1	$29K	Buy	+1,436	New	+$29.4K	0.01%	480

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $215M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GPS Wealth Strategies Group's PFXF Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2025, closing a stake of 1,900 shares — an estimated $33.8K sold.

GPS Wealth Strategies Group first reported a position in PFXF in Q1 2021 and held it in 17 quarters. The position peaked at $37.1K in Q1 2024. 210 funds tracked by Wall St. Rank hold PFXF as of Q4 2025.

GPS Wealth Strategies Group reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 1,900 VanEck Preferred Securities ex Financials ETF shares in Q4 2025, an estimated $33.8K.
GPS Wealth Strategies Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2021 and held it in 17 quarters.
GPS Wealth Strategies Group's VanEck Preferred Securities ex Financials ETF position peaked at $37.1K in Q1 2024.
210 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.