Mission Hills Financial Advisory’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Mission Hills Financial Advisory’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	$246K	Buy	14,046 +2,640	+23%	+$47.8K	0.13%	42
2025 Q4	$201K	Buy	11,406 +751	+7%	+$13.3K	0.11%	51
2025 Q3	$189K	Hold	10,655	–	–	0.1%	47
2025 Q2	$182K	Buy	+10,655	New	+$177K	0.11%	40

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Mission Hills Financial Advisory's PFXF Position: Q1 2026 in Review

Mission Hills Financial Advisory increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 23% in Q1 2026, buying an estimated $47.8K and bringing the position to 14,046 shares worth $246K. The position accounts for 0.13% of the portfolio, ranked #42.

Mission Hills Financial Advisory first reported a position in PFXF in Q2 2025 and has held it in 4 quarters since. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Mission Hills Financial Advisory held 14,046 shares of VanEck Preferred Securities ex Financials ETF worth $246K as of Q1 2026.
Mission Hills Financial Advisory bought 2,640 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $47.8K.
VanEck Preferred Securities ex Financials ETF made up 0.13% of Mission Hills Financial Advisory's portfolio in Q1 2026, its #42 holding.
Mission Hills Financial Advisory first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2025 and has held it in 4 quarters since.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q1 2026, filed 4 May 2026.