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

Powell Investment Advisors’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 Q3	$933K	Hold	53,244	–	–	0.3%	50
2026 Q2	$950K	Hold	53,244	–	–	0.3%	47
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

Other funds holding PFXF

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Powell Investment Advisors's PFXF Position: Q3 2026 in Review

Powell Investment Advisors held its VanEck Preferred Securities ex Financials ETF (PFXF) position steady in Q3 2026 at 53,244 shares worth $933K. The position accounts for 0.3% of the portfolio, ranked #50.

Powell Investment Advisors first reported a position in PFXF in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q2 2023. 59 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Powell Investment Advisors held 53,244 shares of VanEck Preferred Securities ex Financials ETF worth $933K as of Q3 2026.
Powell Investment Advisors left its VanEck Preferred Securities ex Financials ETF share count unchanged in Q3 2026.
VanEck Preferred Securities ex Financials ETF made up 0.3% of Powell Investment Advisors's portfolio in Q3 2026, its #50 holding.
Powell Investment Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2022 and has held it in 16 quarters since.
Powell Investment Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.55M in Q2 2023.
59 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Powell Investment Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.