PFG
PFXF icon

Piershale Financial Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Piershale Financial 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
2023
Q2 		$5.3K Hold
300
– – ﹤0.01% 161
2023
Q1 		$5.29K Hold
300
– – ﹤0.01% 161
2022
Q4 		$5.01K Buy
+300
New +$5.11K ﹤0.01% 172

Other funds holding PFXF

SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Piershale Financial Group's PFXF Position: Q2 2023 in Review

Piershale Financial Group held its VanEck Preferred Securities ex Financials ETF (PFXF) position steady in Q2 2023 at 300 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Piershale Financial Group first reported a position in PFXF in Q4 2022 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold PFXF as of Q2 2023.

  • Piershale Financial Group held 300 shares of VanEck Preferred Securities ex Financials ETF worth $5.3K as of Q2 2023.
  • Piershale Financial Group left its VanEck Preferred Securities ex Financials ETF share count unchanged in Q2 2023.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #161 holding.
  • Piershale Financial Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2022 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.