IBEX Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

IBEX Wealth Advisors’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
2022 Q1	–	Sell	-11,230	Closed	-$246K	–	200
2021 Q4	$246K	Hold	11,230	–	–	0.04%	161
2021 Q3	$238K	Hold	11,230	–	–	0.05%	160
2021 Q2	$240K	Hold	11,230	–	–	0.05%	159
2021 Q1	$234K	Buy	+11,230	New	+$230K	0.06%	110
2020 Q4	–	Sell	-11,790	Closed	-$226K	–	107
2020 Q3	$226K	Buy	+11,790	New	+$225K	0.07%	92
2017 Q1	–	Sell	-1,946	Closed	-$38K	–	293
2016 Q4	$38K	Buy	+1,946	New	+$38.4K	0.02%	186

Other funds holding PFXF

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IBEX Wealth Advisors's PFXF Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2022, closing a stake of 11,230 shares — an estimated $246K sold.

IBEX Wealth Advisors first reported a position in PFXF in Q4 2016 and held it in 6 quarters. The position peaked at $246K in Q4 2021. 141 funds tracked by Wall St. Rank hold PFXF as of Q1 2022.

IBEX Wealth Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2022 after selling out during the quarter.
IBEX Wealth Advisors sold 11,230 VanEck Preferred Securities ex Financials ETF shares in Q1 2022, an estimated $246K.
IBEX Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2016 and held it in 6 quarters.
IBEX Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $246K in Q4 2021.
141 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.