Riggs Asset Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Riggs Asset Management’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
2023 Q2	–	Sell	-560	Closed	-$9.88K	–	404
2023 Q1	$9.88K	Buy	+560	New	+$9.95K	﹤0.01%	229
2020 Q2	–	Sell	-500	Closed	-$8K	–	273
2020 Q1	$8K	Hold	500	–	–	0.01%	180
2019 Q4	$10K	Buy	+500	New	+$10K	﹤0.01%	207

Other funds holding PFXF

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 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

MWM

MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Riggs Asset Management's PFXF Position: Q2 2023 in Review

Riggs Asset Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2023, closing a stake of 560 shares — an estimated $9.88K sold.

Riggs Asset Management first reported a position in PFXF in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 143 funds tracked by Wall St. Rank hold PFXF as of Q2 2023.

Riggs Asset Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2023 after selling out during the quarter.
Riggs Asset Management sold 560 VanEck Preferred Securities ex Financials ETF shares in Q2 2023, an estimated $9.88K.
Riggs Asset Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2019 and held it in 3 quarters.
Riggs Asset Management's VanEck Preferred Securities ex Financials ETF position peaked at $10K in Q4 2019.
143 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2023.

Based on Riggs Asset Management's 13F filing for Q2 2023, filed 21 Jul 2023.