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
2026 Q3	$180K	Buy	+10,276	New	+$183K	0.02%	522
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

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

SeaCrest Wealth Management's PFXF Position: Q3 2026 in Review

SeaCrest Wealth Management opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2026: 10,276 shares worth $180K. The stake represents 0.02% of the portfolio and ranks #522 among its holdings. This is a return to the name: SeaCrest Wealth Management previously reported a position in PFXF as recently as Q4 2023.

SeaCrest Wealth Management first reported a position in PFXF in Q2 2021 and has held it in 12 quarters since. The position peaked at $270K in Q4 2021. 127 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

SeaCrest Wealth Management held 10,276 shares of VanEck Preferred Securities ex Financials ETF worth $180K as of Q3 2026.
VanEck Preferred Securities ex Financials ETF was a new SeaCrest Wealth Management position in Q3 2026.
VanEck Preferred Securities ex Financials ETF made up 0.02% of SeaCrest Wealth Management's portfolio in Q3 2026, its #522 holding.
SeaCrest Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2021 and has held it in 12 quarters since.
SeaCrest Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $270K in Q4 2021.
127 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.