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Regatta Research & Money Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Regatta Research & Money Management’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
2026
Q2 		$46.7K Buy
+2,618
New +$48.1K 0.04% 270

Other funds holding PFXF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM

Regatta Research & Money Management's PFXF Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026: 2,618 shares worth $46.7K. The stake represents 0.04% of the portfolio and ranks #270 among its holdings.

186 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Regatta Research & Money Management held 2,618 shares of VanEck Preferred Securities ex Financials ETF worth $46.7K as of Q2 2026.
  • VanEck Preferred Securities ex Financials ETF was a new Regatta Research & Money Management position in Q2 2026.
  • VanEck Preferred Securities ex Financials ETF made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #270 holding.
  • 186 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.