Ken Fisher’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Ken Fisher’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
2024 Q1	–	Sell	-13,159	Closed	-$226K	–	1032
2023 Q4	$226K	Buy	+13,159	New	+$218K	﹤0.01%	929

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ken Fisher's PFXF Position: Q1 2024 in Review

Ken Fisher sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2024, closing a stake of 13,159 shares — an estimated $226K sold.

Ken Fisher first reported a position in PFXF in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 174 funds tracked by Wall St. Rank hold PFXF as of Q1 2024.

Ken Fisher reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2024 after selling out during the quarter.
Ken Fisher sold 13,159 VanEck Preferred Securities ex Financials ETF shares in Q1 2024, an estimated $226K.
Ken Fisher first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and held it in 1 quarter.
Ken Fisher's VanEck Preferred Securities ex Financials ETF position peaked at $226K in Q4 2023.
174 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.