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 Q3	$14.7M	Buy	839,267 +19,894	+2%	+$354K	1.69%	13
2026 Q2	$14.6M	Buy	+819,373	New	+$15.1M	1.69%	12

Other funds holding PFXF

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

Parkway Wealth Management's PFXF Position: Q3 2026 in Review

Parkway Wealth Management increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 2.4% in Q3 2026, buying an estimated $354K and bringing the position to 839,267 shares worth $14.7M. The position accounts for 1.69% of the portfolio, ranked #13.

Parkway Wealth Management first reported a position in PFXF in Q2 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Parkway Wealth Management held 839,267 shares of VanEck Preferred Securities ex Financials ETF worth $14.7M as of Q3 2026.
Parkway Wealth Management bought 19,894 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $354K.
VanEck Preferred Securities ex Financials ETF made up 1.69% of Parkway Wealth Management's portfolio in Q3 2026, its #13 holding.
Parkway Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2026 and has held it in 2 quarters since.
78 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Parkway Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.