Prevail Innovative Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Prevail Innovative Wealth 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 Q1	–	Sell	-79,064	Closed	-$1.4M	–	218
2025 Q4	$1.4M	Buy	+79,064	New	+$1.4M	0.25%	130
2024 Q1	–	Sell	-27,971	Closed	-$481K	–	183
2023 Q4	$481K	Buy	27,971 +11,789	+73%	+$195K	0.23%	105
2023 Q3	$272K	Buy	+16,182	New	+$279K	0.14%	112

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PFXF Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2026, closing a stake of 79,064 shares — an estimated $1.4M sold.

Prevail Innovative Wealth Advisors first reported a position in PFXF in Q3 2023 and held it in 3 quarters. The position peaked at $1.4M in Q4 2025. 215 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 79,064 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $1.4M.
Prevail Innovative Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2023 and held it in 3 quarters.
Prevail Innovative Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.4M in Q4 2025.
215 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.