Powell Investment Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$934K	Hold	53,244	–	–	0.32%	47
2025 Q4	$940K	Hold	53,244	–	–	0.32%	42
2025 Q3	$946K	Hold	53,244	–	–	0.33%	43
2025 Q2	$912K	Sell	53,244 -4,908	-8%	-$81.5K	0.34%	44
2025 Q1	$975K	Buy	58,152 +22	+0%	+$380	0.48%	29
2024 Q4	$1M	Buy	58,130 +120	+0.2%	+$2.16K	0.46%	33
2024 Q3	$1.06M	Sell	58,010 -2,965	-5%	-$52.2K	0.49%	33
2024 Q2	$1.05M	Sell	60,975 -21,085	-26%	-$366K	0.55%	31
2024 Q1	$1.45M	Sell	82,060 -738	-0.9%	-$13K	0.77%	23
2023 Q4	$1.42M	Sell	82,798 -5,159	-6%	-$85.4K	0.79%	22
2023 Q3	$1.48M	Buy	87,957 +66	+0.1%	+$1.14K	0.89%	19
2023 Q2	$1.55M	Buy	87,891 +63	+0.1%	+$1.09K	0.91%	19
2023 Q1	$1.55M	Buy	87,828 +6,785	+8%	+$121K	0.86%	20
2022 Q4	$1.35M	Buy	+81,043	New	+$1.38M	0.79%	21