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 Q3	$2.35M	Buy	133,876 +7,832	+6%	+$139K	2.5%	8
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

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

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

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Measured Risk Portfolios's PFXF Position: Q3 2026 in Review

Measured Risk Portfolios increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 6.2% in Q3 2026, buying an estimated $139K and bringing the position to 133,876 shares worth $2.35M. The position accounts for 2.5% of the portfolio, ranked #8.

Measured Risk Portfolios first reported a position in PFXF in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.43M in Q3 2025. 47 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Measured Risk Portfolios held 133,876 shares of VanEck Preferred Securities ex Financials ETF worth $2.35M as of Q3 2026.
Measured Risk Portfolios bought 7,832 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $139K.
VanEck Preferred Securities ex Financials ETF made up 2.5% of Measured Risk Portfolios's portfolio in Q3 2026, its #8 holding.
Measured Risk Portfolios first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2024 and has held it in 8 quarters since.
Measured Risk Portfolios's VanEck Preferred Securities ex Financials ETF position peaked at $2.43M in Q3 2025.
47 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Measured Risk Portfolios's 13F filing for Q3 2026, filed 21 Oct 2026.