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 Q2	$1.54M	Buy	86,227 +28,374	+49%	+$521K	﹤0.01%	1950
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

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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

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

SOWBOCOPL

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

HighTower Advisors's PFXF Position: Q2 2026 in Review

HighTower Advisors increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 49% in Q2 2026, buying an estimated $521K and bringing the position to 86,227 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

HighTower Advisors first reported a position in PFXF in Q4 2017 and has held it in 14 quarters since. 230 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

HighTower Advisors held 86,227 shares of VanEck Preferred Securities ex Financials ETF worth $1.54M as of Q2 2026.
HighTower Advisors bought 28,374 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $521K.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1950 holding.
HighTower Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2017 and has held it in 14 quarters since.
230 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.