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Jaffetilchin Investment Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Jaffetilchin Investment Partners’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
2023
Q3 		– Sell
-22,110
Closed -$391K – 367
2023
Q2 		$391K Buy
+22,110
New +$383K 0.04% 235

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SOWBOCOPL
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LPL Financial
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RJFSA
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RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jaffetilchin Investment Partners's PFXF Position: Q3 2023 in Review

Jaffetilchin Investment Partners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2023, closing a stake of 22,110 shares — an estimated $391K sold.

Jaffetilchin Investment Partners first reported a position in PFXF in Q2 2023 and held it in 1 quarter. The position peaked at $391K in Q2 2023. 149 funds tracked by Wall St. Rank hold PFXF as of Q3 2023.

  • Jaffetilchin Investment Partners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2023 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 22,110 VanEck Preferred Securities ex Financials ETF shares in Q3 2023, an estimated $391K.
  • Jaffetilchin Investment Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2023 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's VanEck Preferred Securities ex Financials ETF position peaked at $391K in Q2 2023.
  • 149 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2023.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.