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PPW
Pasadena Private Wealth’s
VanEck Preferred Securities ex Financials ETF
PFXF
Stock Holding History
Pasadena Private Wealth’s Portfolio
PFXF Stock Details
PFXF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-14,519
Closed
-$257K
–
161
2024
Q1
$257K
Buy
14,519
+865
+6%
+$15.2K
0.06%
119
2023
Q4
$235K
Sell
13,654
-8,242
-38%
-$136K
0.06%
127
2023
Q3
$368K
Buy
21,896
+420
+2%
+$7.23K
0.11%
62
2023
Q2
$379K
Buy
21,476
+143
+0.7%
+$2.48K
0.11%
64
2023
Q1
$377K
Sell
21,333
-146
-0.7%
-$2.6K
0.11%
66
2022
Q4
$359K
Buy
+21,479
New
+$366K
0.11%
63
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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