HR
PFXF icon

Howe & Rusling’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-393
Closed -$6.73K – 483
2025
Q2 		$6.73K Buy
+393
New +$6.52K ﹤0.01% 425
2024
Q2 		– Sell
-475
Closed -$8.4K – 384
2024
Q1 		$8.4K Sell
475
-2,475
-84% -$43.4K ﹤0.01% 348
2023
Q4 		$50.7K Buy
+2,950
New +$48.8K 0.01% 277

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $156M AUM 13.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Howe & Rusling's PFXF Position: Q3 2025 in Review

Howe & Rusling sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2025, closing a stake of 393 shares — an estimated $6.73K sold.

Howe & Rusling first reported a position in PFXF in Q4 2023 and held it in 3 quarters. The position peaked at $50.7K in Q4 2023. 190 funds tracked by Wall St. Rank hold PFXF as of Q3 2025.

  • Howe & Rusling reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 393 VanEck Preferred Securities ex Financials ETF shares in Q3 2025, an estimated $6.73K.
  • Howe & Rusling first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and held it in 3 quarters.
  • Howe & Rusling's VanEck Preferred Securities ex Financials ETF position peaked at $50.7K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.