Independent Financial Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Independent Financial Group’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 Q2	$1.97M	Sell	110,694 -6,267	-5%	-$115K	0.04%	457
2026 Q1	$2.05M	Buy	116,961 +6,683	+6%	+$121K	0.05%	398
2025 Q4	$1.95M	Sell	110,278 -13,828	-11%	-$245K	0.04%	398
2025 Q3	$2.21M	Buy	124,106 +18,611	+18%	+$329K	0.05%	355
2025 Q2	$1.81M	Buy	105,495 +7,973	+8%	+$132K	0.05%	372
2025 Q1	$1.63M	Buy	97,522 +15,309	+19%	+$264K	0.06%	340
2024 Q4	$1.42M	Buy	82,213 +5,761	+8%	+$104K	0.05%	383
2024 Q3	$1.4M	Buy	76,452 +35,637	+87%	+$627K	0.05%	360
2024 Q2	$706K	Buy	40,815 +14,163	+53%	+$246K	0.03%	493
2024 Q1	$471K	Buy	26,652 +6	+0%	+$105	0.02%	601
2023 Q4	$458K	Buy	26,646 +7	+0%	+$116	0.02%	577
2023 Q3	$448K	Buy	26,639 +7	+0%	+$121	0.03%	530
2023 Q2	$471K	Buy	26,632 +6	+0%	+$104	0.03%	493
2023 Q1	$470K	Buy	26,626 +565	+2%	+$10K	0.04%	470
2022 Q4	$435K	Sell	26,061 -4,593	-15%	-$78.2K	0.04%	454
2022 Q3	$527K	Buy	30,654 +1,365	+5%	+$25.3K	0.05%	384
2022 Q2	$530K	Sell	29,289 -15,234	-34%	-$290K	0.06%	366
2022 Q1	$915K	Buy	44,523 +551	+1%	+$11.3K	0.07%	275
2021 Q4	$962K	Buy	43,972 +5,246	+14%	+$113K	0.08%	263
2021 Q3	$822K	Buy	38,726 +8,692	+29%	+$187K	0.08%	261
2021 Q2	$641K	Buy	30,034 +601	+2%	+$12.7K	0.07%	306
2021 Q1	$612K	Buy	29,433 +2,385	+9%	+$48.8K	0.08%	280
2020 Q4	$556K	Buy	27,048 +7,529	+39%	+$150K	0.08%	281
2020 Q3	$374K	Sell	19,519 -296	-1%	-$5.64K	0.07%	307
2020 Q2	$361K	Buy	19,815 +239	+1%	+$4.31K	0.08%	279
2020 Q1	$323K	Buy	+19,576	New	+$376K	0.1%	242

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Independent Financial Group's PFXF Position: Q2 2026 in Review

Independent Financial Group reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 5.4% in Q2 2026, selling an estimated $115K and leaving 110,694 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #457.

Independent Financial Group first reported a position in PFXF in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.21M in Q3 2025. 229 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Independent Financial Group held 110,694 shares of VanEck Preferred Securities ex Financials ETF worth $1.97M as of Q2 2026.
Independent Financial Group sold 6,267 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $115K.
VanEck Preferred Securities ex Financials ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #457 holding.
Independent Financial Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2020 and has held it in 26 quarters since.
Independent Financial Group's VanEck Preferred Securities ex Financials ETF position peaked at $2.21M in Q3 2025.
229 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.