Mallini Complete Financial Planning’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Mallini Complete Financial Planning’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	-10,243	Closed	-$172K	–	62
2025 Q1	$172K	Sell	10,243 -117	-1%	-$2.02K	0.16%	54
2024 Q4	$179K	Buy	+10,360	New	+$186K	0.17%	56

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

Mallini Complete Financial Planning's PFXF Position: Q2 2025 in Review

Mallini Complete Financial Planning sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2025, closing a stake of 10,243 shares — an estimated $172K sold.

Mallini Complete Financial Planning first reported a position in PFXF in Q4 2024 and held it in 2 quarters. The position peaked at $179K in Q4 2024. 183 funds tracked by Wall St. Rank hold PFXF as of Q2 2025.

Mallini Complete Financial Planning reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2025 after selling out during the quarter.
Mallini Complete Financial Planning sold 10,243 VanEck Preferred Securities ex Financials ETF shares in Q2 2025, an estimated $172K.
Mallini Complete Financial Planning first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2024 and held it in 2 quarters.
Mallini Complete Financial Planning's VanEck Preferred Securities ex Financials ETF position peaked at $179K in Q4 2024.
183 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2025.

Based on Mallini Complete Financial Planning's 13F filing for Q2 2025, filed 11 Jul 2025.