Measured Risk Portfolios’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Measured Risk Portfolios’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	$2.25M	Sell	126,044 -4,959	-4%	-$91.1K	2%	14
2026 Q1	$2.3M	Sell	131,003 -1,803	-1%	-$32.7K	2.51%	13
2025 Q4	$2.35M	Sell	132,806 -3,750	-3%	-$66.4K	2.33%	9
2025 Q3	$2.43M	Buy	136,556 +497	+0.4%	+$8.78K	2.26%	11
2025 Q2	$2.33M	Buy	136,059 +2,043	+2%	+$33.9K	2.25%	14
2025 Q1	$2.25M	Buy	134,016 +3,928	+3%	+$67.8K	2.41%	16
2024 Q4	$2.24M	Buy	+130,088	New	+$2.34M	2.34%	12

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

Measured Risk Portfolios's PFXF Position: Q2 2026 in Review

Measured Risk Portfolios reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 3.8% in Q2 2026, selling an estimated $91.1K and leaving 126,044 shares worth $2.25M. The position accounts for 2% of the portfolio, ranked #14.

Measured Risk Portfolios first reported a position in PFXF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.43M in Q3 2025. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Measured Risk Portfolios held 126,044 shares of VanEck Preferred Securities ex Financials ETF worth $2.25M as of Q2 2026.
Measured Risk Portfolios sold 4,959 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $91.1K.
VanEck Preferred Securities ex Financials ETF made up 2% of Measured Risk Portfolios's portfolio in Q2 2026, its #14 holding.
Measured Risk Portfolios first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2024 and has held it in 7 quarters since.
Measured Risk Portfolios's VanEck Preferred Securities ex Financials ETF position peaked at $2.43M in Q3 2025.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Measured Risk Portfolios's 13F filing for Q2 2026, filed 12 Aug 2026.