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

Parkway 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
2026 Q2	$14.6M	Buy	+819,373	New	+$15.1M	1.69%	12

Other funds holding PFXF

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $215M AUM

Dougherty & Associates Spring Hill, Florida $125M AUM

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Silver Coast Investments San Diego, United States $336M AUM 19.53% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Parkway Wealth Management's PFXF Position: Q2 2026 in Review

Parkway Wealth Management opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026: 819,373 shares worth $14.6M. The stake represents 1.69% of the portfolio and ranks #12 among its holdings.

90 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Parkway Wealth Management held 819,373 shares of VanEck Preferred Securities ex Financials ETF worth $14.6M as of Q2 2026.
VanEck Preferred Securities ex Financials ETF was a new Parkway Wealth Management position in Q2 2026.
VanEck Preferred Securities ex Financials ETF made up 1.69% of Parkway Wealth Management's portfolio in Q2 2026, its #12 holding.
90 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Parkway Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.