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
2026 Q1	$568K	Sell	32,373 -15,686	-33%	-$284K	0.09%	192
2025 Q4	$849K	Sell	48,059 -2,394	-5%	-$42.4K	0.16%	139
2025 Q3	$897K	Sell	50,453 -3,855	-7%	-$68.1K	0.17%	141
2025 Q2	$941K	Sell	54,308 -4,997	-8%	-$82.9K	0.18%	133
2025 Q1	$994K	Sell	59,305 -3,550	-6%	-$61.3K	0.22%	110
2024 Q4	$1.08M	Buy	62,855 +346	+0.6%	+$6.22K	0.26%	96
2024 Q3	$1.14M	Buy	+62,509	New	+$1.1M	0.27%	99
2023 Q1	–	Sell	-13,746	Closed	-$230K	–	186
2022 Q4	$230K	Sell	13,746 -5,826	-30%	-$99.3K	0.09%	158
2022 Q3	$337K	Sell	19,572 -1,735	-8%	-$32.2K	0.14%	139
2022 Q2	$386K	Sell	21,307 -1,817	-8%	-$34.5K	0.15%	140
2022 Q1	$475K	Sell	23,124 -222	-1%	-$4.55K	0.19%	145
2021 Q4	$511K	Sell	23,346 -1,589	-6%	-$34.2K	0.19%	148
2021 Q3	$529K	Buy	+24,935	New	+$535K	0.27%	120