Horizon Investment Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Horizon Investment Services’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 Q1	–	Sell	-11,741	Closed	-$203K	–	125
2024 Q4	$203K	Sell	11,741 -151	-1%	-$2.72K	0.09%	123
2024 Q3	$217K	Buy	+11,892	New	+$209K	0.09%	118

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Horizon Investment Services's PFXF Position: Q1 2025 in Review

Horizon Investment Services sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2025, closing a stake of 11,741 shares — an estimated $203K sold.

Horizon Investment Services first reported a position in PFXF in Q3 2024 and held it in 2 quarters. The position peaked at $217K in Q3 2024. 190 funds tracked by Wall St. Rank hold PFXF as of Q1 2025.

Horizon Investment Services reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2025 after selling out during the quarter.
Horizon Investment Services sold 11,741 VanEck Preferred Securities ex Financials ETF shares in Q1 2025, an estimated $203K.
Horizon Investment Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2024 and held it in 2 quarters.
Horizon Investment Services's VanEck Preferred Securities ex Financials ETF position peaked at $217K in Q3 2024.
190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2025.

Based on Horizon Investment Services's 13F filing for Q1 2025, filed 5 May 2025.