Moran Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Moran Wealth Management’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 Q2	–	Sell	-291,272	Closed	-$5.14M	–	410
2023 Q1	$5.14M	Buy	+291,272	New	+$5.18M	0.19%	154

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

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

TWM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Moran Wealth Management's PFXF Position: Q2 2023 in Review

Moran Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2023, closing a stake of 291,272 shares — an estimated $5.14M sold.

Moran Wealth Management first reported a position in PFXF in Q1 2023 and held it in 1 quarter. The position peaked at $5.14M in Q1 2023. 143 funds tracked by Wall St. Rank hold PFXF as of Q2 2023.

Moran Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2023 after selling out during the quarter.
Moran Wealth Management sold 291,272 VanEck Preferred Securities ex Financials ETF shares in Q2 2023, an estimated $5.14M.
Moran Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2023 and held it in 1 quarter.
Moran Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $5.14M in Q1 2023.
143 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.