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Salomon & Ludwin’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Salomon & Ludwin’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
Q2 		– Sell
-1,000
Closed -$17.7K – 807
2024
Q1 		$17.7K Hold
1,000
– – ﹤0.01% 489
2023
Q4 		$16.8K Hold
1,000
– – ﹤0.01% 436
2023
Q3 		$16.8K Buy
+1,000
New +$17.2K ﹤0.01% 435

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Salomon & Ludwin's PFXF Position: Q2 2024 in Review

Salomon & Ludwin sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2024, closing a stake of 1,000 shares — an estimated $17.7K sold.

Salomon & Ludwin first reported a position in PFXF in Q3 2023 and held it in 3 quarters. The position peaked at $17.7K in Q1 2024. 179 funds tracked by Wall St. Rank hold PFXF as of Q2 2024.

  • Salomon & Ludwin reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 1,000 VanEck Preferred Securities ex Financials ETF shares in Q2 2024, an estimated $17.7K.
  • Salomon & Ludwin first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's VanEck Preferred Securities ex Financials ETF position peaked at $17.7K in Q1 2024.
  • 179 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.