Key Financial Inc’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Key Financial Inc’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
2025 Q2	–	Sell	-763	Closed	-$12.8K	–	1467
2025 Q1	$12.8K	Buy	+763	New	+$13.2K	﹤0.01%	759
2023 Q3	–	Sell	-1,000	Closed	-$17.7K	–	1386
2023 Q2	$17.7K	Hold	1,000	–	–	0.01%	601
2023 Q1	$17.6K	Hold	1,000	–	–	0.01%	570
2022 Q4	$17.2K	Hold	1,000	–	–	0.01%	523
2022 Q3	$17K	Hold	1,000	–	–	0.01%	530
2022 Q2	$18K	Hold	1,000	–	–	0.01%	526
2022 Q1	$21K	Hold	1,000	–	–	0.01%	495
2021 Q4	$22K	Hold	1,000	–	–	0.01%	474
2021 Q3	$21K	Hold	1,000	–	–	0.01%	461
2021 Q2	$22K	Hold	1,000	–	–	0.01%	456
2021 Q1	$21K	Hold	1,000	–	–	0.01%	397
2020 Q4	$21K	Buy	+1,000	New	+$20K	0.02%	370
2020 Q2	–	Sell	-1,000	Closed	-$17K	–	469
2020 Q1	$17K	Buy	+1,000	New	+$19.2K	0.02%	344

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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $156M AUM 13.06% 1-Year Est. Return

Key Financial Inc's PFXF Position: Q2 2025 in Review

Key Financial Inc sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2025, closing a stake of 763 shares — an estimated $12.8K sold.

Key Financial Inc first reported a position in PFXF in Q1 2020 and held it in 13 quarters. The position peaked at $22K in Q4 2021. 183 funds tracked by Wall St. Rank hold PFXF as of Q2 2025.

Key Financial Inc reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 763 VanEck Preferred Securities ex Financials ETF shares in Q2 2025, an estimated $12.8K.
Key Financial Inc first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2020 and held it in 13 quarters.
Key Financial Inc's VanEck Preferred Securities ex Financials ETF position peaked at $22K in Q4 2021.
183 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.