PrairieView Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

PrairieView Partners’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
2021 Q1	–	Sell	-280	Closed	-$6K	–	373
2020 Q4	$6K	Hold	280	–	–	﹤0.01%	267
2020 Q3	$5K	Hold	280	–	–	﹤0.01%	262
2020 Q2	$5K	Hold	280	–	–	﹤0.01%	256
2020 Q1	$5K	Buy	+280	New	+$5.37K	﹤0.01%	248

Other funds holding PFXF

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PrairieView Partners's PFXF Position: Q1 2021 in Review

PrairieView Partners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2021, closing a stake of 280 shares — an estimated $6K sold.

PrairieView Partners first reported a position in PFXF in Q1 2020 and held it in 4 quarters. The position peaked at $6K in Q4 2020. 116 funds tracked by Wall St. Rank hold PFXF as of Q1 2021.

PrairieView Partners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2021 after selling out during the quarter.
PrairieView Partners sold 280 VanEck Preferred Securities ex Financials ETF shares in Q1 2021, an estimated $6K.
PrairieView Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2020 and held it in 4 quarters.
PrairieView Partners's VanEck Preferred Securities ex Financials ETF position peaked at $6K in Q4 2020.
116 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2021.

Based on PrairieView Partners's 13F filing for Q1 2021, filed 21 Apr 2021.