Root Financial Partners
PFXF icon

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
Q3 		$5.33K Buy
+304
New +$5.41K ﹤0.01% 2203
2026
Q2 		– Sell
-2,310
Closed -$40.5K – 2392
2026
Q1 		$40.5K Sell
2,310
-37
-2% -$670 ﹤0.01% 969
2025
Q4 		$41.4K Buy
2,347
+469
+25% +$8.31K ﹤0.01% 796
2025
Q3 		$33.4K Buy
+1,878
New +$33.2K ﹤0.01% 839

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Root Financial Partners's PFXF Position: Q3 2026 in Review

Root Financial Partners opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2026: 304 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #2203 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PFXF as recently as Q1 2026.

Root Financial Partners first reported a position in PFXF in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.4K in Q4 2025. 201 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

  • Root Financial Partners held 304 shares of VanEck Preferred Securities ex Financials ETF worth $5.33K as of Q3 2026.
  • VanEck Preferred Securities ex Financials ETF was a new Root Financial Partners position in Q3 2026.
  • VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2203 holding.
  • Root Financial Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's VanEck Preferred Securities ex Financials ETF position peaked at $41.4K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.