Householder Group Estate & Retirement Specialist’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-500	Closed	-$9K	–	1000
2024 Q3	$9K	Hold	500	–	–	﹤0.01%	839
2024 Q2	$8K	Hold	500	–	–	﹤0.01%	865
2024 Q1	$8.85K	Hold	500	–	–	﹤0.01%	839
2023 Q4	$8K	Hold	500	–	–	﹤0.01%	822
2023 Q3	$8.4K	Buy	+500	New	+$8.61K	﹤0.01%	831
2023 Q1	$9K	Buy	+500	New	+$8.89K	﹤0.01%	839
2022 Q4	–	Sell	-500	Closed	-$8K	–	878
2022 Q3	$8K	Buy	+500	New	+$9.27K	﹤0.01%	785

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $153M AUM 0.03% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return

TWM

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

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

Householder Group Estate & Retirement Specialist's PFXF Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2024, closing a stake of 500 shares — an estimated $9K sold.

Householder Group Estate & Retirement Specialist first reported a position in PFXF in Q3 2022 and held it in 7 quarters. The position peaked at $9K in Q3 2024. 191 funds tracked by Wall St. Rank hold PFXF as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 500 VanEck Preferred Securities ex Financials ETF shares in Q4 2024, an estimated $9K.
Householder Group Estate & Retirement Specialist first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's VanEck Preferred Securities ex Financials ETF position peaked at $9K in Q3 2024.
191 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.