Investors Research Corp’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Investors Research Corp’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	$5.59M	Buy	313,386 +19,225	+7%	+$353K	1%	24
2026 Q1	$5.16M	Buy	294,161 +22,059	+8%	+$400K	0.99%	24
2025 Q4	$4.81M	Buy	272,102 +20,649	+8%	+$366K	0.88%	28
2025 Q3	$4.47M	Buy	251,453 +17,867	+8%	+$316K	0.83%	28
2025 Q2	$4M	Buy	233,586 +24,988	+12%	+$415K	0.78%	28
2025 Q1	$3.5M	Buy	208,598 +32,204	+18%	+$556K	0.76%	30
2024 Q4	$3.04M	Buy	176,394 +22,978	+15%	+$413K	0.67%	30
2024 Q3	$2.8M	Buy	153,416 +21,240	+16%	+$374K	0.61%	32
2024 Q2	$2.29M	Buy	132,176 +16,394	+14%	+$284K	0.53%	33
2024 Q1	$2.05M	Buy	115,782 +10,342	+10%	+$182K	0.48%	39
2023 Q4	$1.81M	Buy	105,440 +9,547	+10%	+$158K	0.44%	45
2023 Q3	$1.61M	Buy	95,893 +8,296	+9%	+$143K	0.42%	45
2023 Q2	$1.55M	Buy	87,597 +7,925	+10%	+$137K	0.39%	46
2023 Q1	$1.41M	Buy	79,672 +10,126	+15%	+$180K	0.37%	56
2022 Q4	$1.16M	Buy	69,546 +13,015	+23%	+$222K	0.31%	79
2022 Q3	$972K	Buy	56,531 +14,566	+35%	+$270K	0.3%	82
2022 Q2	$760K	Buy	41,965 +18,488	+79%	+$352K	0.23%	127
2022 Q1	$482K	Buy	+23,477	New	+$481K	0.14%	197

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

Investors Research Corp's PFXF Position: Q2 2026 in Review

Investors Research Corp increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 6.5% in Q2 2026, buying an estimated $353K and bringing the position to 313,386 shares worth $5.59M. The position accounts for 1% of the portfolio, ranked #24.

Investors Research Corp first reported a position in PFXF in Q1 2022 and has held it in 18 quarters since. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Investors Research Corp held 313,386 shares of VanEck Preferred Securities ex Financials ETF worth $5.59M as of Q2 2026.
Investors Research Corp bought 19,225 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $353K.
VanEck Preferred Securities ex Financials ETF made up 1% of Investors Research Corp's portfolio in Q2 2026, its #24 holding.
Investors Research Corp first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2022 and has held it in 18 quarters since.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.