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

Richardson 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
2025 Q3	–	Sell	-325	Closed	-$5.56K	–	562
2025 Q2	$5.56K	Hold	325	–	–	﹤0.01%	462
2025 Q1	$5.45K	Hold	325	–	–	﹤0.01%	451
2024 Q4	$5.61K	Sell	325 -325	-50%	-$5.84K	﹤0.01%	454
2024 Q3	$11.6K	Buy	650 +325	+100%	+$5.72K	0.01%	394
2024 Q2	$5.62K	Sell	325 -30	-8%	-$520	﹤0.01%	437
2024 Q1	$6.28K	Buy	+355	New	+$6.23K	﹤0.01%	453

Other funds holding PFXF

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GSWA

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

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

Richardson Financial Services's PFXF Position: Q3 2025 in Review

Richardson Financial Services sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2025, closing a stake of 325 shares — an estimated $5.56K sold.

Richardson Financial Services first reported a position in PFXF in Q1 2024 and held it in 6 quarters. The position peaked at $11.6K in Q3 2024. 190 funds tracked by Wall St. Rank hold PFXF as of Q3 2025.

Richardson Financial Services reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2025 after selling out during the quarter.
Richardson Financial Services sold 325 VanEck Preferred Securities ex Financials ETF shares in Q3 2025, an estimated $5.56K.
Richardson Financial Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2024 and held it in 6 quarters.
Richardson Financial Services's VanEck Preferred Securities ex Financials ETF position peaked at $11.6K in Q3 2024.
190 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.