Mid-American Wealth Advisory Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-769
Closed -$13.2K 239
2025
Q2
$13.2K Buy
+769
New +$12.8K 0.01% 143
2024
Q3
Sell
-16,886
Closed -$292K 56
2024
Q2
$292K Sell
16,886
-9,486
-36% -$164K 0.19% 46
2024
Q1
$467K Sell
26,372
-8,623
-25% -$151K 0.31% 29
2023
Q4
$601K Sell
34,995
-980
-3% -$16.2K 0.45% 24
2023
Q3
$576K Sell
35,975
-362,423
-91% -$6.24M 0.47% 23
2023
Q2
$7M Buy
+398,398
New +$6.9M 5.45% 1
2022
Q1
$6.7M Buy
326,052
+192,393
+144% +$3.94M 5.24% 2
2021
Q4
$2.92M Buy
+133,659
New +$2.88M 2.35% 14

Other funds holding PFXF

Mid-American Wealth Advisory Group's PFXF Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2025, closing a stake of 769 shares — an estimated $13.2K sold.

Mid-American Wealth Advisory Group first reported a position in PFXF in Q4 2021 and held it in 8 quarters. The position peaked at $7M in Q2 2023. 191 funds tracked by Wall St. Rank hold PFXF as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 769 VanEck Preferred Securities ex Financials ETF shares in Q3 2025, an estimated $13.2K.
  • Mid-American Wealth Advisory Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2021 and held it in 8 quarters.
  • Mid-American Wealth Advisory Group's VanEck Preferred Securities ex Financials ETF position peaked at $7M in Q2 2023.
  • 191 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.