IRC
PFXF icon

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

WI
Wealth Intelligence Columbus, Georgia $215M AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
DG
Diesslin Group Fort Worth, Texas $259M AUM
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
WSFG
Wall Street Financial Group Carlinville, Illinois $187M AUM 51.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return