IFWM
PFXF icon

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

Institute for 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
2026
Q2 		$3.67K Buy
+206
New +$3.79K ﹤0.01% 1504

Other funds holding PFXF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Institute for Wealth Management's PFXF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026: 206 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #1504 among its holdings.

144 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Institute for Wealth Management held 206 shares of VanEck Preferred Securities ex Financials ETF worth $3.67K as of Q2 2026.
  • VanEck Preferred Securities ex Financials ETF was a new Institute for Wealth Management position in Q2 2026.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1504 holding.
  • 144 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.