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Ridgewood Investments’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Ridgewood Investments’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
2024
Q4 		– Sell
-811
Closed -$14.8K – 744
2024
Q3 		$14.8K Hold
811
– – 0.01% 452
2024
Q2 		$14K Buy
+811
New +$14.1K 0.01% 471
2023
Q3 		– Sell
-2,258
Closed -$39.9K – 591
2023
Q2 		$39.9K Hold
2,258
– – 0.02% 359
2023
Q1 		$39.9K Buy
+2,258
New +$40.1K 0.02% 375

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Ridgewood Investments's PFXF Position: Q4 2024 in Review

Ridgewood Investments sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2024, closing a stake of 811 shares — an estimated $14.8K sold.

Ridgewood Investments first reported a position in PFXF in Q1 2023 and held it in 4 quarters. The position peaked at $39.9K in Q2 2023. 191 funds tracked by Wall St. Rank hold PFXF as of Q4 2024.

  • Ridgewood Investments reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2024 after selling out during the quarter.
  • Ridgewood Investments sold 811 VanEck Preferred Securities ex Financials ETF shares in Q4 2024, an estimated $14.8K.
  • Ridgewood Investments first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2023 and held it in 4 quarters.
  • Ridgewood Investments's VanEck Preferred Securities ex Financials ETF position peaked at $39.9K in Q2 2023.
  • 191 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2024.

Based on Ridgewood Investments's 13F filing for Q4 2024, filed 10 Jan 2025.