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

Parallel 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
Q2 		$14.7K Hold
826
– – ﹤0.01% 2767
2026
Q1 		$14.5K Sell
826
-77
-9% -$1.4K ﹤0.01% 2606
2025
Q4 		$15.9K Hold
903
– – ﹤0.01% 2414
2025
Q3 		$16K Hold
903
– – ﹤0.01% 2361
2025
Q2 		$15.5K Hold
903
– – ﹤0.01% 2300
2025
Q1 		$15.1K Hold
903
– – ﹤0.01% 2268
2024
Q4 		$15.6K Sell
903
-380
-30% -$6.83K ﹤0.01% 2250
2024
Q3 		$23.4K Hold
1,283
– – ﹤0.01% 2007
2024
Q2 		$22.2K Hold
1,283
– – ﹤0.01% 1927
2024
Q1 		$22.7K Hold
1,283
– – ﹤0.01% 1910
2023
Q4 		$22K Sell
1,283
-1,000
-44% -$16.5K ﹤0.01% 1873
2023
Q3 		$38.4K Sell
2,283
-1,404
-38% -$24.2K ﹤0.01% 1524
2023
Q2 		$65.1K Hold
3,687
– – ﹤0.01% 1277
2023
Q1 		$65.1K Hold
3,687
– – ﹤0.01% 1249
2022
Q4 		$61.6K Buy
3,687
+555
+18% +$9.46K ﹤0.01% 1186
2022
Q3 		$54K Hold
3,132
– – ﹤0.01% 1229
2022
Q2 		$57K Sell
3,132
-672
-18% -$12.8K ﹤0.01% 1189
2022
Q1 		$78K Sell
3,804
-6,553
-63% -$134K ﹤0.01% 1084
2021
Q4 		$227K Sell
10,357
-7,100
-41% -$153K 0.01% 707
2021
Q3 		$370K Buy
17,457
+81
+0.5% +$1.74K 0.01% 496
2021
Q2 		$371K Buy
17,376
+5,733
+49% +$121K 0.02% 476
2021
Q1 		$242K Sell
11,643
-922
-7% -$18.9K 0.01% 572
2020
Q4 		$258K Hold
12,565
– – 0.01% 512
2020
Q3 		$241K Hold
12,565
– – 0.01% 497
2020
Q2 		$228K Hold
12,565
– – 0.01% 498
2020
Q1 		$207K Sell
12,565
-3,488
-22% -$66.9K 0.02% 434
2019
Q4 		$325K Buy
16,053
+5,649
+54% +$114K 0.02% 381
2019
Q3 		$211K Sell
10,404
-11,558
-53% -$231K 0.02% 458
2019
Q2 		$434K Buy
+21,962
New +$428K 0.04% 268

Other funds holding PFXF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Parallel Advisors's PFXF Position: Q2 2026 in Review

Parallel Advisors held its VanEck Preferred Securities ex Financials ETF (PFXF) position steady in Q2 2026 at 826 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Parallel Advisors first reported a position in PFXF in Q2 2019 and has held it in 29 quarters since. The position peaked at $434K in Q2 2019. 137 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Parallel Advisors held 826 shares of VanEck Preferred Securities ex Financials ETF worth $14.7K as of Q2 2026.
  • Parallel Advisors left its VanEck Preferred Securities ex Financials ETF share count unchanged in Q2 2026.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2767 holding.
  • Parallel Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2019 and has held it in 29 quarters since.
  • Parallel Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $434K in Q2 2019.
  • 137 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.