Insigneo Advisory Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Insigneo Advisory Services’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	$1.46M	Buy	83,200 +7,488	+10%	+$136K	0.1%	172
2025 Q4	$1.34M	Buy	75,712 +25,035	+49%	+$444K	0.1%	174
2025 Q3	$901K	Buy	50,677 +4,267	+9%	+$75.4K	0.06%	231
2025 Q2	$795K	Buy	46,410 +3,363	+8%	+$55.8K	0.07%	226
2025 Q1	$721K	Buy	43,047 +767	+2%	+$13.2K	0.07%	220
2024 Q4	$729K	Buy	42,280 +2,180	+5%	+$39.2K	0.08%	205
2024 Q3	$732K	Buy	40,100 +4,146	+12%	+$73K	0.07%	228
2024 Q2	$612K	Buy	35,954 +15,392	+75%	+$267K	0.07%	250
2024 Q1	$364K	Buy	20,562 +8,082	+65%	+$142K	0.04%	332
2023 Q4	$214K	Buy	+12,480	New	+$206K	0.03%	404

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