Semmax Financial Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Semmax Financial 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
2019 Q3	–	Sell	-221	Closed	-$4K	–	326
2019 Q2	$4K	Sell	221 -1,280	-85%	-$24.9K	﹤0.01%	235
2019 Q1	$29K	Sell	1,501 -183	-11%	-$3.47K	0.02%	230
2018 Q4	$30K	Buy	+1,684	New	+$31.1K	0.02%	237

Other funds holding PFXF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Semmax Financial Advisors's PFXF Position: Q3 2019 in Review

Semmax Financial Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2019, closing a stake of 221 shares — an estimated $4K sold.

Semmax Financial Advisors first reported a position in PFXF in Q4 2018 and held it in 3 quarters. The position peaked at $30K in Q4 2018. 92 funds tracked by Wall St. Rank hold PFXF as of Q3 2019.

Semmax Financial Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2019 after selling out during the quarter.
Semmax Financial Advisors sold 221 VanEck Preferred Securities ex Financials ETF shares in Q3 2019, an estimated $4K.
Semmax Financial Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2018 and held it in 3 quarters.
Semmax Financial Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $30K in Q4 2018.
92 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2019.

Based on Semmax Financial Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.