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Meramec Financial Planners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Meramec Financial Planners’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
Q1 		– Sell
-1,928
Closed -$35.2K – 539
2025
Q4 		$35.2K Buy
+1,928
New +$34.2K 0.01% 234

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Meramec Financial Planners's PFXF Position: Q1 2026 in Review

Meramec Financial Planners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2026, closing a stake of 1,928 shares — an estimated $35.2K sold.

Meramec Financial Planners first reported a position in PFXF in Q4 2025 and held it in 1 quarter. The position peaked at $35.2K in Q4 2025. 215 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

  • Meramec Financial Planners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Meramec Financial Planners sold 1,928 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $35.2K.
  • Meramec Financial Planners first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2025 and held it in 1 quarter.
  • Meramec Financial Planners's VanEck Preferred Securities ex Financials ETF position peaked at $35.2K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Meramec Financial Planners's 13F filing for Q1 2026, filed 27 Apr 2026.