Sax Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Sax Wealth Advisors’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	$1.32M	Buy	75,262 +781	+1%	+$13.9K	0.04%	257
2026 Q2	$1.31M	Sell	74,481 -1,141	-2%	-$21K	0.05%	194
2026 Q1	$1.34M	Hold	75,622	–	–	0.06%	158
2025 Q4	$1.34M	Sell	75,622 -4,489	-6%	-$79.5K	0.06%	162
2025 Q3	$1.42M	Sell	80,111 -5,996	-7%	-$106K	0.08%	139
2025 Q2	$1.47M	Sell	86,107 -108,772	-56%	-$1.81M	0.09%	127
2025 Q1	$3.27M	Buy	194,879 +3,483	+2%	+$60.1K	0.23%	62
2024 Q4	$3.3M	Buy	191,396 +1,837	+1%	+$33K	0.26%	52
2024 Q3	$3.46M	Buy	189,559 +5,851	+3%	+$103K	0.31%	41
2024 Q2	$3.18M	Buy	183,708 +20,861	+13%	+$362K	0.3%	44
2024 Q1	$2.88M	Buy	162,847 +6,999	+4%	+$123K	0.34%	36
2023 Q4	$2.68M	Buy	+155,848	New	+$2.58M	0.44%	43

Other funds holding PFXF

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sax Wealth Advisors's PFXF Position: Q3 2026 in Review

Sax Wealth Advisors increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 1% in Q3 2026, buying an estimated $13.9K and bringing the position to 75,262 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #257.

Sax Wealth Advisors first reported a position in PFXF in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.46M in Q3 2024. 27 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Sax Wealth Advisors held 75,262 shares of VanEck Preferred Securities ex Financials ETF worth $1.32M as of Q3 2026.
Sax Wealth Advisors bought 781 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $13.9K.
VanEck Preferred Securities ex Financials ETF made up 0.04% of Sax Wealth Advisors's portfolio in Q3 2026, its #257 holding.
Sax Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and has held it in 12 quarters since.
Sax Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $3.46M in Q3 2024.
27 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.