Marshall Financial Group (Maryland)’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $897K | Sell |
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|
2025
Q2 | $941K | Sell |
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|
2025
Q1 | $994K | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $337K | Sell |
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|
2022
Q2 | $386K | Sell |
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|
2022
Q1 | $475K | Sell |
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|
2021
Q4 | $511K | Sell |
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|
2021
Q3 | $529K | Buy |
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