Prospera Financial Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Prospera Financial Services’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 Q2	$200K	Buy	11,183 +49	+0.4%	+$900	﹤0.01%	1401
2026 Q1	$195K	Buy	11,134 +30	+0.3%	+$544	﹤0.01%	1354
2025 Q4	$196K	Buy	+11,104	New	+$197K	﹤0.01%	1305
2025 Q2	–	Sell	-12,848	Closed	-$215K	–	1342
2025 Q1	$215K	Sell	12,848 -24,680	-66%	-$426K	﹤0.01%	1105
2024 Q4	$648K	Sell	37,528 -15,966	-30%	-$287K	0.02%	659
2024 Q3	$977K	Sell	53,494 -7,297	-12%	-$128K	0.02%	508
2024 Q2	$1.05M	Sell	60,791 -210	-0.3%	-$3.64K	0.03%	488
2024 Q1	$1.08M	Sell	61,001 -4,402	-7%	-$77.3K	0.03%	475
2023 Q4	$1.12M	Buy	65,403 +2,563	+4%	+$42.4K	0.04%	436
2023 Q3	$1.06M	Sell	62,840 -2,715	-4%	-$46.7K	0.04%	411
2023 Q2	$1.16M	Buy	65,555 +10,893	+20%	+$189K	0.04%	379
2023 Q1	$965K	Sell	54,662 -9,487	-15%	-$169K	0.04%	445
2022 Q4	$1.07M	Sell	64,149 -21,866	-25%	-$373K	0.05%	341
2022 Q3	$1.48M	Buy	86,015 +3,506	+4%	+$65K	0.08%	286
2022 Q2	$1.49M	Buy	82,509 +15,768	+24%	+$300K	0.08%	295
2022 Q1	$1.37M	Buy	66,741 +6,467	+11%	+$132K	0.06%	350
2021 Q4	$1.32M	Buy	60,274 +8,472	+16%	+$182K	0.06%	345
2021 Q3	$1.1M	Buy	51,802 +5,495	+12%	+$118K	0.05%	341
2021 Q2	$989K	Buy	46,307 +8,222	+22%	+$173K	0.05%	381
2021 Q1	$792K	Buy	38,085 +10,019	+36%	+$205K	0.05%	384
2020 Q4	$578K	Buy	28,066 +26,686	+1,934%	+$532K	0.04%	393
2020 Q3	$26K	Sell	1,380 -22,411	-94%	-$427K	0.01%	828
2020 Q2	$433K	Buy	23,791 +11,202	+89%	+$202K	0.04%	382
2020 Q1	$208K	Hold	12,589	–	–	0.02%	460
2019 Q4	$255K	Hold	12,589	–	–	0.02%	511
2019 Q3	$256K	Hold	12,589	–	–	0.03%	466
2019 Q2	$249K	Hold	12,589	–	–	0.03%	446
2019 Q1	$245K	Hold	12,589	–	–	0.08%	272
2018 Q4	$223K	Hold	12,589	–	–	0.05%	345
2018 Q3	$247K	Hold	12,589	–	–	0.05%	357
2018 Q2	$247K	Buy	+12,589	New	+$242K	0.03%	395

Other funds holding PFXF

Wealth Intelligence Columbus, Georgia $215M AUM

Dougherty & Associates Spring Hill, Florida $125M AUM

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Prospera Financial Services's PFXF Position: Q2 2026 in Review

Prospera Financial Services increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 0.44% in Q2 2026, buying an estimated $900 and bringing the position to 11,183 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Prospera Financial Services first reported a position in PFXF in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.49M in Q2 2022. 38 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Prospera Financial Services held 11,183 shares of VanEck Preferred Securities ex Financials ETF worth $200K as of Q2 2026.
Prospera Financial Services bought 49 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $900.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1401 holding.
Prospera Financial Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2018 and has held it in 31 quarters since.
Prospera Financial Services's VanEck Preferred Securities ex Financials ETF position peaked at $1.49M in Q2 2022.
38 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.