Liberty Square Wealth Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Liberty Square Wealth 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
2025 Q3	–	Sell	-13,014	Closed	-$223K	–	153
2025 Q2	$223K	Hold	13,014	–	–	0.08%	136
2025 Q1	$218K	Hold	13,014	–	–	0.08%	140
2024 Q4	$227K	Buy	+13,014	New	+$234K	0.08%	138

Other funds holding PFXF

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

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

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

GSWA

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

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

Liberty Square Wealth Partners's PFXF Position: Q3 2025 in Review

Liberty Square Wealth Partners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2025, closing a stake of 13,014 shares — an estimated $223K sold.

Liberty Square Wealth Partners first reported a position in PFXF in Q4 2024 and held it in 3 quarters. The position peaked at $227K in Q4 2024. 190 funds tracked by Wall St. Rank hold PFXF as of Q3 2025.

Liberty Square Wealth Partners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2025 after selling out during the quarter.
Liberty Square Wealth Partners sold 13,014 VanEck Preferred Securities ex Financials ETF shares in Q3 2025, an estimated $223K.
Liberty Square Wealth Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2024 and held it in 3 quarters.
Liberty Square Wealth Partners's VanEck Preferred Securities ex Financials ETF position peaked at $227K in Q4 2024.
190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2025.

Based on Liberty Square Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.