Second Half Financial Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Second Half Financial Partners’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
2023 Q3	–	Sell	-10,505	Closed	-$186K	–	107
2023 Q2	$186K	Buy	+10,505	New	+$182K	0.04%	150

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

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

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Second Half Financial Partners's PFXF Position: Q3 2023 in Review

Second Half Financial Partners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2023, closing a stake of 10,505 shares — an estimated $186K sold.

Second Half Financial Partners first reported a position in PFXF in Q2 2023 and held it in 1 quarter. The position peaked at $186K in Q2 2023. 149 funds tracked by Wall St. Rank hold PFXF as of Q3 2023.

Second Half Financial Partners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 10,505 VanEck Preferred Securities ex Financials ETF shares in Q3 2023, an estimated $186K.
Second Half Financial Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's VanEck Preferred Securities ex Financials ETF position peaked at $186K in Q2 2023.
149 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.