PCA
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PMV Capital Advisers’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

PMV Capital Advisers’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 		– Sell
-12
Closed -$206 – 100
2026
Q1 		$206 Buy
+12
New +$217 ﹤0.01% 88

Other funds holding PFXF

Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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
PWM
Parkway Wealth Management Plano, Texas $866M AUM

PMV Capital Advisers's PFXF Position: Q2 2026 in Review

PMV Capital Advisers sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026, closing a stake of 12 shares — an estimated $206 sold.

PMV Capital Advisers first reported a position in PFXF in Q1 2026 and held it in 1 quarter. The position peaked at $206 in Q1 2026. 230 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • PMV Capital Advisers reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2026 after selling out during the quarter.
  • PMV Capital Advisers sold 12 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $206.
  • PMV Capital Advisers first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2026 and held it in 1 quarter.
  • PMV Capital Advisers's VanEck Preferred Securities ex Financials ETF position peaked at $206 in Q1 2026.
  • 230 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on PMV Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.