Resurgent Financial Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Resurgent Financial 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
2025 Q2	–	Sell	-12,240	Closed	-$205K	–	198
2025 Q1	$205K	Sell	12,240 -1,422	-10%	-$24.5K	0.12%	176
2024 Q4	$236K	Sell	13,662 -3,117	-19%	-$56.1K	0.14%	158
2024 Q3	$306K	Sell	16,779 -8,166	-33%	-$144K	0.18%	140
2024 Q2	$432K	Sell	24,945 -28,377	-53%	-$492K	0.27%	113
2024 Q1	$943K	Buy	53,322 +34,542	+184%	+$606K	0.5%	56
2023 Q4	$323K	Buy	18,780 +13,380	+248%	+$221K	0.2%	126
2023 Q3	$90.8K	Buy	+5,400	New	+$93K	0.06%	237

Other funds holding PFXF

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $156M AUM 13.06% 1-Year Est. Return

Resurgent Financial Advisors's PFXF Position: Q2 2025 in Review

Resurgent Financial Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2025, closing a stake of 12,240 shares — an estimated $205K sold.

Resurgent Financial Advisors first reported a position in PFXF in Q3 2023 and held it in 7 quarters. The position peaked at $943K in Q1 2024. 183 funds tracked by Wall St. Rank hold PFXF as of Q2 2025.

Resurgent Financial Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 12,240 VanEck Preferred Securities ex Financials ETF shares in Q2 2025, an estimated $205K.
Resurgent Financial Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2023 and held it in 7 quarters.
Resurgent Financial Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $943K in Q1 2024.
183 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2025.

Based on Resurgent Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.