Marshall Financial Group (Maryland)
PFXF icon

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
Q3 		$409K Sell
23,330
-5,577
-19% -$99.2K 0.06% 235
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% -$99.2K 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

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Marshall Financial Group (Maryland)'s PFXF Position: Q3 2026 in Review

Marshall Financial Group (Maryland) reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 19% in Q3 2026, selling an estimated $99.2K and leaving 23,330 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #235.

Marshall Financial Group (Maryland) first reported a position in PFXF in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.14M in Q3 2024. 156 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

  • Marshall Financial Group (Maryland) held 23,330 shares of VanEck Preferred Securities ex Financials ETF worth $409K as of Q3 2026.
  • Marshall Financial Group (Maryland) sold 5,577 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $99.2K.
  • VanEck Preferred Securities ex Financials ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q3 2026, its #235 holding.
  • Marshall Financial Group (Maryland) first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2021 and has held it in 15 quarters since.
  • Marshall Financial Group (Maryland)'s VanEck Preferred Securities ex Financials ETF position peaked at $1.14M in Q3 2024.
  • 156 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2026, filed 12 Nov 2026.