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Root Financial Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-2,310
Closed -$40.5K – 2392
2026
Q1 		$40.5K Sell
2,310
-37
-2% -$670 ﹤0.01% 969
2025
Q4 		$41.5K Buy
2,347
+469
+25% +$8.31K ﹤0.01% 796
2025
Q3 		$33.4K Buy
+1,878
New +$33.2K ﹤0.01% 839

Other funds holding PFXF

TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SCI
Silver Coast Investments San Diego, United States $336M AUM 19.53% 1-Year Est. Return

Root Financial Partners's PFXF Position: Q2 2026 in Review

Root Financial Partners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026, closing a stake of 2,310 shares — an estimated $40.5K sold.

Root Financial Partners first reported a position in PFXF in Q3 2025 and held it in 3 quarters. The position peaked at $41.5K in Q4 2025. 93 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Root Financial Partners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,310 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $40.5K.
  • Root Financial Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's VanEck Preferred Securities ex Financials ETF position peaked at $41.5K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.