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

Howard Wealth Management’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 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

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

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

MML Investors Services

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return