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
2025 Q2	$1.47M	Sell
2025 Q1	$3.27M	Buy
2024 Q4	$3.3M	Buy
2024 Q3	$3.46M	Buy
2024 Q2	$3.18M	Buy
2024 Q1	$2.88M	Buy
2023 Q4	$2.68M	Buy