Midland Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51,105
| Closed | -$857K | – | 186 |
|
|
2025
Q1 | $857K | Hold |
51,105
| – | – | 0.05% | 85 |
|
|
2024
Q4 | $882K | Hold |
51,105
| – | – | 0.05% | 90 |
|
|
2024
Q3 | $933K | Sell |
51,105
-1,599
| -3% | -$29.2K | 0.05% | 94 |
|
|
2024
Q2 | $912K | Buy |
52,704
+780
| +2% | +$13.5K | 0.05% | 94 |
|
|
2024
Q1 | $919K | Sell |
51,924
-1,952
| -4% | -$34.5K | 0.06% | 93 |
|
|
2023
Q4 | $926K | Buy |
+53,876
| New | +$926K | 0.06% | 93 |
|