Howard Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
88,948
-5,058
| -5% | -$86.6K | 0.77% | 37 |
|
|
2025
Q1 | $1.58M | Buy |
94,006
+8,360
| +10% | +$140K | 0.88% | 35 |
|
|
2024
Q4 | $1.48M | Buy |
85,646
+20,297
| +31% | +$350K | 0.8% | 36 |
|
|
2024
Q3 | $1.19M | Buy |
65,349
+19,030
| +41% | +$347K | 0.69% | 39 |
|
|
2024
Q2 | $801K | Buy |
46,319
+14,052
| +44% | +$243K | 0.63% | 43 |
|
|
2024
Q1 | $571K | Buy |
32,267
+1,682
| +5% | +$29.8K | 0.46% | 51 |
|
|
2023
Q4 | $525K | Buy |
30,585
+12,940
| +73% | +$222K | 0.44% | 52 |
|
|
2023
Q3 | $297K | Buy |
17,645
+1,225
| +7% | +$20.6K | 0.27% | 71 |
|
|
2023
Q2 | $290K | Buy |
+16,420
| New | +$290K | 0.25% | 77 |
|