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SeaCrest Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

SeaCrest Wealth Management’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
Q1 		– Sell
-11,661
Closed -$200K – 650
2023
Q4 		$200K Hold
11,661
– – 0.02% 580
2023
Q3 		$196K Hold
11,661
– – 0.03% 573
2023
Q2 		$206K Sell
11,661
-700
-6% -$12.1K 0.03% 570
2023
Q1 		$218K Hold
12,361
– – 0.03% 559
2022
Q4 		$207K Hold
12,361
– – 0.03% 559
2022
Q3 		$213K Hold
12,361
– – 0.03% 537
2022
Q2 		$224K Hold
12,361
– – 0.03% 563
2022
Q1 		$254K Hold
12,361
– – 0.03% 577
2021
Q4 		$270K Hold
12,361
– – 0.03% 546
2021
Q3 		$262K Hold
12,361
– – 0.03% 531
2021
Q2 		$264K Buy
+12,361
New +$261K 0.03% 539

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SeaCrest Wealth Management's PFXF Position: Q1 2024 in Review

SeaCrest Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2024, closing a stake of 11,661 shares — an estimated $200K sold.

SeaCrest Wealth Management first reported a position in PFXF in Q2 2021 and held it in 11 quarters. The position peaked at $270K in Q4 2021. 174 funds tracked by Wall St. Rank hold PFXF as of Q1 2024.

  • SeaCrest Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 11,661 VanEck Preferred Securities ex Financials ETF shares in Q1 2024, an estimated $200K.
  • SeaCrest Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2021 and held it in 11 quarters.
  • SeaCrest Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $270K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2024.

Based on SeaCrest Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.