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

Sax Wealth Advisors's PFXF Position: Q2 2026 in Review

Sax Wealth Advisors reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 1.5% in Q2 2026, selling an estimated $21K and leaving 74,481 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #194.

Sax Wealth Advisors first reported a position in PFXF in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.46M in Q3 2024. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

• Sax Wealth Advisors held 74,481 shares of VanEck Preferred Securities ex Financials ETF worth $1.31M as of Q2 2026.
• Sax Wealth Advisors sold 1,141 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $21K.
• VanEck Preferred Securities ex Financials ETF made up 0.05% of Sax Wealth Advisors's portfolio in Q2 2026, its #194 holding.
• Sax Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2023 and has held it in 11 quarters since.
• Sax Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $3.46M in Q3 2024.
• 231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.