Lehman & Derafelo Financial Resources’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-2,500	Closed	-$43K	–	164
2022 Q3	$43K	Hold	2,500	–	–	0.01%	129
2022 Q2	$45K	Buy	+2,500	New	+$47.5K	0.01%	132
2021 Q4	–	Sell	-2,500	Closed	-$53K	–	161
2021 Q3	$53K	Hold	2,500	–	–	0.02%	131
2021 Q2	$53K	Hold	2,500	–	–	0.01%	150
2021 Q1	$52K	Hold	2,500	–	–	0.01%	148
2020 Q4	$51K	Hold	2,500	–	–	0.02%	146
2020 Q3	$48K	Hold	2,500	–	–	0.02%	175
2020 Q2	$46K	Hold	2,500	–	–	0.02%	162
2020 Q1	$41K	Hold	2,500	–	–	0.02%	119
2019 Q4	$51K	Hold	2,500	–	–	0.02%	130
2019 Q3	$51K	Buy	+2,500	New	+$50K	0.02%	123

Other funds holding PFXF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MWM

MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

TWM

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's PFXF Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2022, closing a stake of 2,500 shares — an estimated $43K sold.

Lehman & Derafelo Financial Resources first reported a position in PFXF in Q3 2019 and held it in 11 quarters. The position peaked at $53K in Q3 2021. 140 funds tracked by Wall St. Rank hold PFXF as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 2,500 VanEck Preferred Securities ex Financials ETF shares in Q4 2022, an estimated $43K.
Lehman & Derafelo Financial Resources first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2019 and held it in 11 quarters.
Lehman & Derafelo Financial Resources's VanEck Preferred Securities ex Financials ETF position peaked at $53K in Q3 2021.
140 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.