HighTower Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

HighTower Advisors’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 Q1	$1.01M	Sell	57,853 -18,204	-24%	-$330K	﹤0.01%	2170
2025 Q4	$1.34M	Buy	76,057 +22,698	+43%	+$402K	﹤0.01%	1927
2025 Q3	$948K	Buy	53,359 +16,794	+46%	+$297K	﹤0.01%	2136
2025 Q2	$626K	Buy	36,565 +281	+0.8%	+$4.66K	﹤0.01%	2338
2025 Q1	$608K	Sell	36,284 -174	-0.5%	-$3K	﹤0.01%	2305
2024 Q4	$629K	Sell	36,458 -206	-0.6%	-$3.71K	﹤0.01%	2295
2024 Q3	$670K	Sell	36,664 -7,242	-16%	-$128K	﹤0.01%	2184
2024 Q2	$760K	Sell	43,906 -771	-2%	-$13.4K	﹤0.01%	2026
2024 Q1	$791K	Buy	44,677 +6,757	+18%	+$119K	﹤0.01%	1952
2023 Q4	$651K	Sell	37,920 -7,878	-17%	-$130K	﹤0.01%	2136
2023 Q3	$769K	Buy	+45,798	New	+$788K	﹤0.01%	1945
2022 Q4	–	Sell	-26,618	Closed	-$458K	–	3466
2022 Q3	$458K	Buy	+26,618	New	+$493K	﹤0.01%	2081
2018 Q1	–	Sell	-25,299	Closed	-$499K	–	2301
2017 Q4	$499K	Buy	+25,299	New	+$503K	﹤0.01%	1450

Other funds holding PFXF

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 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 $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

HighTower Advisors's PFXF Position: Q1 2026 in Review

HighTower Advisors reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 24% in Q1 2026, selling an estimated $330K and leaving 57,853 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

HighTower Advisors first reported a position in PFXF in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2025. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

HighTower Advisors held 57,853 shares of VanEck Preferred Securities ex Financials ETF worth $1.01M as of Q1 2026.
HighTower Advisors sold 18,204 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $330K.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2170 holding.
HighTower Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2017 and has held it in 13 quarters since.
HighTower Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.34M in Q4 2025.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.