RFN
PFXF icon

Redwood Financial Network’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Redwood Financial Network’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
2025
Q4 		– Sell
-29,283
Closed -$520K – 183
2025
Q3 		$520K Sell
29,283
-16,819
-36% -$297K 0.33% 96
2025
Q2 		$789K Sell
46,102
-18,590
-29% -$309K 0.53% 52
2025
Q1 		$1.08M Buy
64,692
+676
+1% +$11.7K 0.83% 35
2024
Q4 		$1.1M Buy
64,016
+10,425
+19% +$187K 0.82% 35
2024
Q3 		$979K Buy
53,591
+14,374
+37% +$253K 0.77% 41
2024
Q2 		$678K Buy
39,217
+21,629
+123% +$375K 0.57% 50
2024
Q1 		$311K Buy
+17,588
New +$309K 0.27% 111

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return