Patriot Investment Management Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Patriot Investment Management Group’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 Q1	–	Sell	-18,580	Closed	-$328K	–	243
2025 Q4	$328K	Buy	18,580 +476	+3%	+$8.43K	0.02%	195
2025 Q3	$322K	Buy	18,104 +304	+2%	+$5.37K	0.02%	196
2025 Q2	$305K	Sell	17,800 -3,422	-16%	-$56.8K	0.02%	201
2025 Q1	$356K	Sell	21,222 -10,041	-32%	-$173K	0.03%	182
2024 Q4	$539K	Hold	31,263	–	–	0.04%	149
2024 Q3	$571K	Sell	31,263 -2,551	-8%	-$44.9K	0.04%	149
2024 Q2	$585K	Hold	33,814	–	–	0.05%	148
2024 Q1	$598K	Hold	33,814	–	–	0.05%	150
2023 Q4	$581K	Sell	33,814 -3,869	-10%	-$64K	0.05%	147
2023 Q3	$633K	Buy	+37,683	New	+$649K	0.06%	135

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Patriot Investment Management Group's PFXF Position: Q1 2026 in Review

Patriot Investment Management Group sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2026, closing a stake of 18,580 shares — an estimated $328K sold.

Patriot Investment Management Group first reported a position in PFXF in Q3 2023 and held it in 10 quarters. The position peaked at $633K in Q3 2023. 213 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Patriot Investment Management Group reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2026 after selling out during the quarter.
Patriot Investment Management Group sold 18,580 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $328K.
Patriot Investment Management Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2023 and held it in 10 quarters.
Patriot Investment Management Group's VanEck Preferred Securities ex Financials ETF position peaked at $633K in Q3 2023.
213 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Patriot Investment Management Group's 13F filing for Q1 2026, filed 14 Apr 2026.