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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $215M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Redwood Financial Network's PFXF Position: Q4 2025 in Review

Redwood Financial Network sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2025, closing a stake of 29,283 shares — an estimated $520K sold.

Redwood Financial Network first reported a position in PFXF in Q1 2024 and held it in 7 quarters. The position peaked at $1.1M in Q4 2024. 210 funds tracked by Wall St. Rank hold PFXF as of Q4 2025.

Redwood Financial Network reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2025 after selling out during the quarter.
Redwood Financial Network sold 29,283 VanEck Preferred Securities ex Financials ETF shares in Q4 2025, an estimated $520K.
Redwood Financial Network first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2024 and held it in 7 quarters.
Redwood Financial Network's VanEck Preferred Securities ex Financials ETF position peaked at $1.1M in Q4 2024.
210 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2025.

Based on Redwood Financial Network's 13F filing for Q4 2025, filed 10 Feb 2026.