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 Q3	$5.92M	Buy	337,664 +24,278	+8%	+$432K	1.04%	24
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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Investors Research Corp's PFXF Position: Q3 2026 in Review

Investors Research Corp increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 7.7% in Q3 2026, buying an estimated $432K and bringing the position to 337,664 shares worth $5.92M. The position accounts for 1.04% of the portfolio, ranked #24.

Investors Research Corp first reported a position in PFXF in Q1 2022 and has held it in 19 quarters since. 10 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Investors Research Corp held 337,664 shares of VanEck Preferred Securities ex Financials ETF worth $5.92M as of Q3 2026.
Investors Research Corp bought 24,278 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $432K.
VanEck Preferred Securities ex Financials ETF made up 1.04% of Investors Research Corp's portfolio in Q3 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 19 quarters since.
10 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.