MFG
PFXF icon

Merit Financial Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Merit Financial Group’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 		$2.42M Buy
+135,637
New +$2.49M 0.01% 674

Other funds holding PFXF

WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's PFXF Position: Q2 2026 in Review

Merit Financial Group opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026: 135,637 shares worth $2.42M. The stake represents 0.01% of the portfolio and ranks #674 among its holdings.

38 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Merit Financial Group held 135,637 shares of VanEck Preferred Securities ex Financials ETF worth $2.42M as of Q2 2026.
  • VanEck Preferred Securities ex Financials ETF was a new Merit Financial Group position in Q2 2026.
  • VanEck Preferred Securities ex Financials ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #674 holding.
  • 38 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.