Money Concepts Capital’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-2,230	Closed	-$37.3K	–	2196
2022 Q4	$37.3K	Buy	+2,230	New	+$38K	﹤0.01%	1358
2022 Q2	–	Sell	-2,280	Closed	-$47K	–	2283
2022 Q1	$47K	Buy	+2,280	New	+$46.7K	﹤0.01%	1264

Other funds holding PFXF

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 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

MWM

MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Money Concepts Capital's PFXF Position: Q1 2023 in Review

Money Concepts Capital sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2023, closing a stake of 2,230 shares — an estimated $37.3K sold.

Money Concepts Capital first reported a position in PFXF in Q1 2022 and held it in 2 quarters. The position peaked at $47K in Q1 2022. 146 funds tracked by Wall St. Rank hold PFXF as of Q1 2023.

Money Concepts Capital reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,230 VanEck Preferred Securities ex Financials ETF shares in Q1 2023, an estimated $37.3K.
Money Concepts Capital first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's VanEck Preferred Securities ex Financials ETF position peaked at $47K in Q1 2022.
146 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.