Mariner Independent Advisor Network’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Mariner Independent Advisor Network’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 Q1	–	Sell	-29,700	Closed	-$648K	–	524
2021 Q4	$648K	Buy	+29,700	New	+$639K	0.03%	375

Other funds holding PFXF

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

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

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mariner Independent Advisor Network's PFXF Position: Q1 2022 in Review

Mariner Independent Advisor Network sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2022, closing a stake of 29,700 shares — an estimated $648K sold.

Mariner Independent Advisor Network first reported a position in PFXF in Q4 2021 and held it in 1 quarter. The position peaked at $648K in Q4 2021. 141 funds tracked by Wall St. Rank hold PFXF as of Q1 2022.

Mariner Independent Advisor Network reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 29,700 VanEck Preferred Securities ex Financials ETF shares in Q1 2022, an estimated $648K.
Mariner Independent Advisor Network first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2021 and held it in 1 quarter.
Mariner Independent Advisor Network's VanEck Preferred Securities ex Financials ETF position peaked at $648K in Q4 2021.
141 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2022, filed 10 May 2022.