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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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SOWBOCOPL
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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.