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

Inspire 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
2026 Q2	$8.12M	Buy	455,118 +395,679	+666%	+$7.27M	0.56%	18
2026 Q1	$1.04M	Buy	59,439 +129	+0.2%	+$2.34K	0.08%	189
2025 Q4	$1.05M	Sell	59,310 -1,848	-3%	-$32.7K	0.1%	152
2025 Q3	$1.09M	Buy	61,158 +148	+0.2%	+$2.62K	0.1%	155
2025 Q2	$1.04M	Buy	61,010 +512	+0.8%	+$8.5K	0.11%	136
2025 Q1	$1.01M	Buy	+60,498	New	+$1.04M	0.12%	113

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

Inspire Advisors's PFXF Position: Q2 2026 in Review

Inspire Advisors increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 666% in Q2 2026, buying an estimated $7.27M and bringing the position to 455,118 shares worth $8.12M. The position accounts for 0.56% of the portfolio, ranked #18.

Inspire Advisors first reported a position in PFXF in Q1 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Inspire Advisors held 455,118 shares of VanEck Preferred Securities ex Financials ETF worth $8.12M as of Q2 2026.
Inspire Advisors bought 395,679 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $7.27M.
VanEck Preferred Securities ex Financials ETF made up 0.56% of Inspire Advisors's portfolio in Q2 2026, its #18 holding.
Inspire Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2025 and has held it in 6 quarters since.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.