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

Nauset 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
2022
Q1 		$0 Buy
+1
New +$20 ﹤0.01% 227

Other funds holding PFXF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Nauset Wealth Management's PFXF Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2022: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings.

141 funds tracked by Wall St. Rank hold PFXF as of Q1 2022.

  • Nauset Wealth Management held 1 share of VanEck Preferred Securities ex Financials ETF worth $0 as of Q1 2022.
  • VanEck Preferred Securities ex Financials ETF was a new Nauset Wealth Management position in Q1 2022.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #227 holding.
  • 141 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.