Marshall Financial Group (Maryland)’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Marshall Financial Group (Maryland)’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	$516K	Sell	28,907 -3,466	-11%	-$63.7K	0.08%	211
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

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Marshall Financial Group (Maryland)'s PFXF Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 11% in Q2 2026, selling an estimated $63.7K and leaving 28,907 shares worth $516K. The position accounts for 0.08% of the portfolio, ranked #211.

Marshall Financial Group (Maryland) first reported a position in PFXF in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.14M in Q3 2024. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Marshall Financial Group (Maryland) held 28,907 shares of VanEck Preferred Securities ex Financials ETF worth $516K as of Q2 2026.
Marshall Financial Group (Maryland) sold 3,466 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $63.7K.
VanEck Preferred Securities ex Financials ETF made up 0.08% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #211 holding.
Marshall Financial Group (Maryland) first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2021 and has held it in 14 quarters since.
Marshall Financial Group (Maryland)'s VanEck Preferred Securities ex Financials ETF position peaked at $1.14M in Q3 2024.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.