Hazlett, Burt & Watson’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Hazlett, Burt & Watson’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	-350	Closed	-$6K	–	924
2026 Q2	$6K	Hold	350	–	–	﹤0.01%	754
2026 Q1	$6K	Buy	+350	New	+$6.34K	﹤0.01%	764
2023 Q3	–	Sell	-2,500	Closed	-$44K	–	742
2023 Q2	$44K	Hold	2,500	–	–	0.03%	319
2023 Q1	$44K	Hold	2,500	–	–	0.04%	298
2022 Q4	$42K	Hold	2,500	–	–	0.04%	294
2022 Q3	$43K	Hold	2,500	–	–	0.04%	277
2022 Q2	$45K	Hold	2,500	–	–	0.04%	285
2022 Q1	$51K	Buy	+2,500	New	+$51.2K	0.04%	285

Other funds holding PFXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Hazlett, Burt & Watson's PFXF Position: Q3 2026 in Review

Hazlett, Burt & Watson sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2026, closing a stake of 350 shares — an estimated $6K sold.

Hazlett, Burt & Watson first reported a position in PFXF in Q1 2022 and held it in 8 quarters. The position peaked at $51K in Q1 2022. 134 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Hazlett, Burt & Watson reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2026 after selling out during the quarter.
Hazlett, Burt & Watson sold 350 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $6K.
Hazlett, Burt & Watson first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2022 and held it in 8 quarters.
Hazlett, Burt & Watson's VanEck Preferred Securities ex Financials ETF position peaked at $51K in Q1 2022.
134 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.