MPWM Advisory Solutions’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

MPWM Advisory Solutions's PFXF Position: Q2 2026 in Review

MPWM Advisory Solutions increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 2.5% in Q2 2026, buying an estimated $22K and bringing the position to 48,773 shares worth $870K. The position accounts for 0.4% of the portfolio, ranked #45.

MPWM Advisory Solutions first reported a position in PFXF in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

• MPWM Advisory Solutions held 48,773 shares of VanEck Preferred Securities ex Financials ETF worth $870K as of Q2 2026.
• MPWM Advisory Solutions bought 1,196 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $22K.
• VanEck Preferred Securities ex Financials ETF made up 0.4% of MPWM Advisory Solutions's portfolio in Q2 2026, its #45 holding.
• MPWM Advisory Solutions first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2024 and has held it in 7 quarters since.
• 231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.