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

Mid-American Wealth Advisory 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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $156M AUM 13.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return