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

IHT 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
2018 Q2	–	Sell	-64	Closed	-$1K	–	1082
2018 Q1	$1K	Hold	64	–	–	﹤0.01%	1614
2017 Q4	$1K	Buy	+64	New	+$1.27K	﹤0.01%	1604

Other funds holding PFXF

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

IHT Wealth Management's PFXF Position: Q2 2018 in Review

IHT Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2018, closing a stake of 64 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in PFXF in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 64 funds tracked by Wall St. Rank hold PFXF as of Q2 2018.

IHT Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 64 VanEck Preferred Securities ex Financials ETF shares in Q2 2018, an estimated $1K.
IHT Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2017 and held it in 2 quarters.
IHT Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $1K in Q1 2018.
64 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.