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PFXF icon

Hofer & Associates’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Hofer & Associates’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 		$273K Buy
15,328
+979
+7% +$18K 0.13% 55
2026
Q1 		$252K Sell
14,349
-327
-2% -$5.92K 0.14% 56
2025
Q4 		$259K Buy
14,676
+503
+4% +$8.91K 0.14% 55
2025
Q3 		$252K Sell
14,173
-902
-6% -$15.9K 0.14% 54
2025
Q2 		$258K Sell
15,075
-251
-2% -$4.17K 0.16% 48
2025
Q1 		$257K Sell
15,326
-183
-1% -$3.16K 0.17% 53
2024
Q4 		$268K Buy
15,509
+12
+0.1% +$216 0.18% 52
2024
Q3 		$283K Sell
15,497
-113
-0.7% -$1.99K 0.2% 50
2024
Q2 		$270K Sell
15,610
-184
-1% -$3.19K 0.21% 44
2024
Q1 		$279K Sell
15,794
-114
-0.7% -$2K 0.24% 44
2023
Q4 		$273K Buy
15,908
+1,158
+8% +$19.2K 0.25% 41
2023
Q3 		$248K Buy
14,750
+683
+5% +$11.8K 0.25% 43
2023
Q2 		$249K Buy
+14,067
New +$244K 0.24% 45

Other funds holding PFXF

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
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
SCI
Silver Coast Investments San Diego, United States $336M AUM 19.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Hofer & Associates's PFXF Position: Q2 2026 in Review

Hofer & Associates increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 6.8% in Q2 2026, buying an estimated $18K and bringing the position to 15,328 shares worth $273K. The position accounts for 0.13% of the portfolio, ranked #55.

Hofer & Associates first reported a position in PFXF in Q2 2023 and has held it in 13 quarters since. The position peaked at $283K in Q3 2024. 71 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Hofer & Associates held 15,328 shares of VanEck Preferred Securities ex Financials ETF worth $273K as of Q2 2026.
  • Hofer & Associates bought 979 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $18K.
  • VanEck Preferred Securities ex Financials ETF made up 0.13% of Hofer & Associates's portfolio in Q2 2026, its #55 holding.
  • Hofer & Associates first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2023 and has held it in 13 quarters since.
  • Hofer & Associates's VanEck Preferred Securities ex Financials ETF position peaked at $283K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.