Howard Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.6M Buy
89,663
+1,277
+1% +$23.5K 0.59% 41
2026
Q1
$1.55M Buy
88,386
+2,069
+2% +$37.5K 0.65% 40
2025
Q4
$1.52M Sell
86,317
-5,096
-6% -$90.3K 0.67% 44
2025
Q3
$1.62M Buy
91,413
+2,465
+3% +$43.5K 0.75% 40
2025
Q2
$1.52M Sell
88,948
-5,058
-5% -$83.9K 0.77% 37
2025
Q1
$1.58M Buy
94,006
+8,360
+10% +$144K 0.88% 35
2024
Q4
$1.48M Buy
85,646
+20,297
+31% +$365K 0.8% 36
2024
Q3
$1.19M Buy
65,349
+19,030
+41% +$335K 0.69% 39
2024
Q2
$801K Buy
46,319
+14,052
+44% +$244K 0.63% 43
2024
Q1
$571K Buy
32,267
+1,682
+5% +$29.5K 0.46% 51
2023
Q4
$525K Buy
30,585
+12,940
+73% +$214K 0.44% 52
2023
Q3
$297K Buy
17,645
+1,225
+7% +$21.1K 0.27% 71
2023
Q2
$290K Buy
+16,420
New +$284K 0.25% 77

Other funds holding PFXF

Howard Wealth Management's PFXF Position: Q2 2026 in Review

Howard Wealth Management increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 1.4% in Q2 2026, buying an estimated $23.5K and bringing the position to 89,663 shares worth $1.6M. The position accounts for 0.59% of the portfolio, ranked #41.

Howard Wealth Management first reported a position in PFXF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.62M in Q3 2025. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Howard Wealth Management held 89,663 shares of VanEck Preferred Securities ex Financials ETF worth $1.6M as of Q2 2026.
  • Howard Wealth Management bought 1,277 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $23.5K.
  • VanEck Preferred Securities ex Financials ETF made up 0.59% of Howard Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Howard Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2023 and has held it in 13 quarters since.
  • Howard Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $1.62M in Q3 2025.
  • 231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.