Samalin Investment Counsel’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Samalin Investment Counsel’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	-18,309	Closed	-$321K	–	348
2026 Q1	$321K	Sell	18,309 -3,446	-16%	-$62.4K	0.11%	232
2025 Q4	$384K	Sell	21,755 -6,698	-24%	-$119K	0.14%	207
2025 Q3	$506K	Buy	28,453 +2,750	+11%	+$48.6K	0.17%	178
2025 Q2	$440K	Buy	25,703 +10,654	+71%	+$177K	0.17%	190
2025 Q1	$252K	Buy	+15,049	New	+$260K	0.1%	262

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Samalin Investment Counsel's PFXF Position: Q2 2026 in Review

Samalin Investment Counsel sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026, closing a stake of 18,309 shares — an estimated $321K sold.

Samalin Investment Counsel first reported a position in PFXF in Q1 2025 and held it in 5 quarters. The position peaked at $506K in Q3 2025. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Samalin Investment Counsel reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2026 after selling out during the quarter.
Samalin Investment Counsel sold 18,309 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $321K.
Samalin Investment Counsel first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2025 and held it in 5 quarters.
Samalin Investment Counsel's VanEck Preferred Securities ex Financials ETF position peaked at $506K in Q3 2025.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.