MSH Capital Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

MSH Capital Advisors’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	$1.76M	Sell	100,598 -78	-0.1%	-$1.41K	0.37%	74
2025 Q4	$1.78M	Buy	100,676 +12,223	+14%	+$217K	0.38%	71
2025 Q3	$1.57M	Buy	88,453 +3,934	+5%	+$69.5K	0.42%	70
2025 Q2	$1.45M	Buy	84,519 +4,270	+5%	+$70.9K	0.42%	72
2025 Q1	$1.34M	Buy	80,249 +1,468	+2%	+$25.3K	0.42%	70
2024 Q4	$1.36M	Sell	78,781 -1,344	-2%	-$24.2K	0.43%	67
2024 Q3	$1.46M	Buy	80,125 +2,285	+3%	+$40.2K	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%	+$173K	0.48%	66
2023 Q4	$1.15M	Buy	66,914 +6,174	+10%	+$102K	0.43%	70
2023 Q3	$1.02M	Buy	60,740 +7,105	+13%	+$122K	0.4%	77
2023 Q2	$948K	Buy	53,635 +2,021	+4%	+$35K	0.35%	84
2023 Q1	$911K	Buy	51,614 +4,395	+9%	+$78.1K	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%	+$32K	0.4%	82
2022 Q1	$935K	Sell	45,537 -400	-0.9%	-$8.19K	0.39%	84
2021 Q4	$1.01M	Buy	+45,937	New	+$989K	0.45%	72

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 $1.03B AUM 16.43% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 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 $504M AUM 40.92% 1-Year Est. Return

MSH Capital Advisors's PFXF Position: Q1 2026 in Review

MSH Capital Advisors reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 0.08% in Q1 2026, selling an estimated $1.41K and leaving 100,598 shares worth $1.76M. The position accounts for 0.37% of the portfolio, ranked #74.

MSH Capital Advisors first reported a position in PFXF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.78M in Q4 2025. 212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

MSH Capital Advisors held 100,598 shares of VanEck Preferred Securities ex Financials ETF worth $1.76M as of Q1 2026.
MSH Capital Advisors sold 78 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $1.41K.
VanEck Preferred Securities ex Financials ETF made up 0.37% of MSH Capital Advisors's portfolio in Q1 2026, its #74 holding.
MSH Capital Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.78M in Q4 2025.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.