OneDigital Investment 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
$353K Sell
20,612
-6,029
-23% -$103K ﹤0.01% 1069
2025
Q1
$447K Sell
26,641
-1,066
-4% -$17.9K 0.01% 904
2024
Q4
$478K Buy
27,707
+6,143
+28% +$106K 0.01% 906
2024
Q3
$394K Buy
+21,564
New +$394K ﹤0.01% 1029