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MassMutual Private Wealth & Trust’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q4 		– Sell
-22,479
Closed -$399K – 2439
2025
Q3 		$399K Sell
22,479
-351
-2% -$6.2K 0.01% 345
2025
Q2 		$391K Buy
22,830
+195
+0.9% +$3.24K 0.01% 353
2025
Q1 		$379K Sell
22,635
-1,430
-6% -$24.7K 0.01% 351
2024
Q4 		$415K Buy
24,065
+1,641
+7% +$29.5K 0.01% 347
2024
Q3 		$409K Sell
22,424
-1,272
-5% -$22.4K 0.01% 327
2024
Q2 		$410K Buy
23,696
+456
+2% +$7.91K 0.01% 321
2024
Q1 		$411K Buy
23,240
+761
+3% +$13.4K 0.01% 309
2023
Q4 		$386K Buy
22,479
+1,561
+7% +$25.8K 0.01% 312
2023
Q3 		$352K Buy
20,918
+1,170
+6% +$20.1K 0.01% 318
2023
Q2 		$349K Sell
19,748
-25,476
-56% -$441K 0.01% 316
2023
Q1 		$798K Buy
+45,224
New +$804K 0.03% 238
2022
Q4 		– Sell
-35
Closed -$1K – 1793
2022
Q3 		$1K Sell
35
-22,016
-100% -$408K ﹤0.01% 1482
2022
Q2 		$399K Buy
22,051
+676
+3% +$12.9K 0.02% 283
2022
Q1 		$439K Buy
21,375
+941
+5% +$19.3K 0.02% 295
2021
Q4 		$447K Sell
20,434
-846
-4% -$18.2K 0.02% 299
2021
Q3 		$452K Sell
21,280
-1,935
-8% -$41.5K 0.02% 290
2021
Q2 		$495K Sell
23,215
-567
-2% -$12K 0.02% 288
2021
Q1 		$495K Buy
+23,782
New +$486K 0.02% 281
2020
Q2 		– Sell
-2,622
Closed -$43K – 791
2020
Q1 		$43K Hold
2,622
– – ﹤0.01% 380
2019
Q4 		$53K Buy
+2,622
New +$52.7K ﹤0.01% 427

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
MML Investors Services
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
WI
Wealth Intelligence Columbus, Georgia $215M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MassMutual Private Wealth & Trust's PFXF Position: Q4 2025 in Review

MassMutual Private Wealth & Trust sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2025, closing a stake of 22,479 shares — an estimated $399K sold.

MassMutual Private Wealth & Trust first reported a position in PFXF in Q4 2019 and held it in 20 quarters. The position peaked at $798K in Q1 2023. 210 funds tracked by Wall St. Rank hold PFXF as of Q4 2025.

  • MassMutual Private Wealth & Trust reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 22,479 VanEck Preferred Securities ex Financials ETF shares in Q4 2025, an estimated $399K.
  • MassMutual Private Wealth & Trust first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2019 and held it in 20 quarters.
  • MassMutual Private Wealth & Trust's VanEck Preferred Securities ex Financials ETF position peaked at $798K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2025, filed 7 Jan 2026.