Powell Investment Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $912K | Sell |
53,244
-4,908
| -8% | -$84K | 0.34% | 44 |
|
|
2025
Q1 | $975K | Buy |
58,152
+22
| +0% | +$369 | 0.48% | 29 |
|
|
2024
Q4 | $1M | Buy |
58,130
+120
| +0.2% | +$2.07K | 0.46% | 33 |
|
|
2024
Q3 | $1.06M | Sell |
58,010
-2,965
| -5% | -$54.1K | 0.49% | 33 |
|
|
2024
Q2 | $1.05M | Sell |
60,975
-21,085
| -26% | -$365K | 0.55% | 31 |
|
|
2024
Q1 | $1.45M | Sell |
82,060
-738
| -0.9% | -$13.1K | 0.77% | 23 |
|
|
2023
Q4 | $1.42M | Sell |
82,798
-5,159
| -6% | -$88.6K | 0.79% | 22 |
|
|
2023
Q3 | $1.48M | Buy |
87,957
+66
| +0.1% | +$1.11K | 0.89% | 19 |
|
|
2023
Q2 | $1.55M | Buy |
87,891
+63
| +0.1% | +$1.11K | 0.91% | 19 |
|
|
2023
Q1 | $1.55M | Buy |
87,828
+6,785
| +8% | +$120K | 0.86% | 20 |
|
|
2022
Q4 | $1.35M | Buy |
+81,043
| New | +$1.35M | 0.79% | 21 |
|