SFMG Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

SFMG Wealth 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
2022 Q4	–	Sell	-14,786	Closed	-$246K	–	276
2022 Q3	$246K	Sell	14,786 -10,947	-43%	-$203K	0.03%	191
2022 Q2	$466K	Sell	25,733 -17,033	-40%	-$324K	0.05%	133
2022 Q1	$878K	Sell	42,766 -15,309	-26%	-$313K	0.09%	98
2021 Q4	$1.27M	Buy	58,075 +40,280	+226%	+$867K	0.12%	85
2021 Q3	$378K	Hold	17,795	–	–	0.04%	172
2021 Q2	$380K	Sell	17,795 -2,119	-11%	-$44.7K	0.04%	176
2021 Q1	$414K	Buy	+19,914	New	+$407K	0.05%	158

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

MWM

MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SFMG Wealth Advisors's PFXF Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2022, closing a stake of 14,786 shares — an estimated $246K sold.

SFMG Wealth Advisors first reported a position in PFXF in Q1 2021 and held it in 7 quarters. The position peaked at $1.27M in Q4 2021. 140 funds tracked by Wall St. Rank hold PFXF as of Q4 2022.

SFMG Wealth Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2022 after selling out during the quarter.
SFMG Wealth Advisors sold 14,786 VanEck Preferred Securities ex Financials ETF shares in Q4 2022, an estimated $246K.
SFMG Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2021 and held it in 7 quarters.
SFMG Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.27M in Q4 2021.
140 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.