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Rhodes Investment Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Rhodes Investment 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
Q3 		$1.29M Sell
73,644
-3,825
-5% -$68K 0.91% 40
2026
Q2 		$1.38M Sell
77,469
-2,800
-3% -$51.4K 1.02% 35
2026
Q1 		$1.41M Sell
80,269
-1,800
-2% -$32.6K 1.21% 28
2025
Q4 		$1.45M Buy
+82,069
New +$1.45M 1.17% 31

Other funds holding PFXF

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Rhodes Investment Advisors's PFXF Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 4.9% in Q3 2026, selling an estimated $68K and leaving 73,644 shares worth $1.29M. The position accounts for 0.91% of the portfolio, ranked #40.

Rhodes Investment Advisors first reported a position in PFXF in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q4 2025. 9 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

  • Rhodes Investment Advisors held 73,644 shares of VanEck Preferred Securities ex Financials ETF worth $1.29M as of Q3 2026.
  • Rhodes Investment Advisors sold 3,825 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $68K.
  • VanEck Preferred Securities ex Financials ETF made up 0.91% of Rhodes Investment Advisors's portfolio in Q3 2026, its #40 holding.
  • Rhodes Investment Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.45M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.