MeadowBrook Investment Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

MeadowBrook Investment Advisors’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	$115K	Buy	6,815 +300	+5%	+$5.34K	0.09%	137
2026 Q2	$116K	Sell	6,515 -225	-3%	-$4.13K	0.09%	140
2026 Q1	$118K	Hold	6,740	–	–	0.1%	139
2025 Q4	$119K	Hold	6,740	–	–	0.1%	147
2025 Q3	$120K	Sell	6,740 -300	-4%	-$5.3K	0.1%	144
2025 Q2	$121K	Sell	7,040 -60	-0.8%	-$996	0.11%	145
2025 Q1	$119K	Sell	7,100 -360	-5%	-$6.21K	0.11%	141
2024 Q4	$129K	Hold	7,460	–	–	0.11%	141
2024 Q3	$136K	Buy	7,460 +7,397	+11,741%	+$130K	0.12%	131
2024 Q2	$7.4K	Sell	63 -7,172	-99%	-$124K	0.01%	248
2024 Q1	$128K	Sell	7,235 -300	-4%	-$5.27K	0.12%	132
2023 Q4	$129K	Buy	+7,535	New	+$125K	0.12%	130

Other funds holding PFXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

MeadowBrook Investment Advisors's PFXF Position: Q3 2026 in Review

MeadowBrook Investment Advisors increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 4.6% in Q3 2026, buying an estimated $5.34K and bringing the position to 6,815 shares worth $115K. The position accounts for 0.09% of the portfolio, ranked #137.

MeadowBrook Investment Advisors first reported a position in PFXF in Q4 2023 and has held it in 12 quarters since. The position peaked at $136K in Q3 2024. 132 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

MeadowBrook Investment Advisors held 6,815 shares of VanEck Preferred Securities ex Financials ETF worth $115K as of Q3 2026.
MeadowBrook Investment Advisors bought 300 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $5.34K.
VanEck Preferred Securities ex Financials ETF made up 0.09% of MeadowBrook Investment Advisors's portfolio in Q3 2026, its #137 holding.
MeadowBrook Investment Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and has held it in 12 quarters since.
MeadowBrook Investment Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $136K in Q3 2024.
132 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.