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McGlone Suttner Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-2,615
Closed -$44.9K – 603
2023
Q4 		$44.9K Buy
+2,615
New +$43.3K 0.01% 299

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

McGlone Suttner Wealth Management's PFXF Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2024, closing a stake of 2,615 shares — an estimated $44.9K sold.

McGlone Suttner Wealth Management first reported a position in PFXF in Q4 2023 and held it in 1 quarter. The position peaked at $44.9K in Q4 2023. 174 funds tracked by Wall St. Rank hold PFXF as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 2,615 VanEck Preferred Securities ex Financials ETF shares in Q1 2024, an estimated $44.9K.
  • McGlone Suttner Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $44.9K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.