MSH Capital 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 | $1.45M | Buy |
84,519
+4,270
| +5% | +$73.1K | 0.42% | 72 |
|
|
2025
Q1 | $1.34M | Buy |
80,249
+1,468
| +2% | +$24.6K | 0.42% | 70 |
|
|
2024
Q4 | $1.36M | Sell |
78,781
-1,344
| -2% | -$23.2K | 0.43% | 67 |
|
|
2024
Q3 | $1.46M | Buy |
80,125
+2,285
| +3% | +$41.7K | 0.45% | 72 |
|
|
2024
Q2 | $1.35M | Buy |
77,840
+1,074
| +1% | +$18.6K | 0.45% | 70 |
|
|
2024
Q1 | $1.36M | Buy |
76,766
+9,852
| +15% | +$174K | 0.48% | 66 |
|
|
2023
Q4 | $1.15M | Buy |
66,914
+6,174
| +10% | +$106K | 0.43% | 70 |
|
|
2023
Q3 | $1.02M | Buy |
60,740
+7,105
| +13% | +$119K | 0.4% | 77 |
|
|
2023
Q2 | $948K | Buy |
53,635
+2,021
| +4% | +$35.7K | 0.35% | 84 |
|
|
2023
Q1 | $911K | Buy |
51,614
+4,395
| +9% | +$77.6K | 0.39% | 78 |
|
|
2022
Q4 | $789K | Hold |
47,219
| – | – | 0.36% | 86 |
|
|
2022
Q3 | $812K | Hold |
47,219
| – | – | 0.4% | 81 |
|
|
2022
Q2 | $855K | Buy |
47,219
+1,682
| +4% | +$30.4K | 0.4% | 82 |
|
|
2022
Q1 | $935K | Sell |
45,537
-400
| -0.9% | -$8.22K | 0.39% | 84 |
|
|
2021
Q4 | $1.01M | Buy |
+45,937
| New | +$1.01M | 0.45% | 72 |
|