Sheets Smith Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Sheets Smith 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	$1.48M	Sell	84,300 -4,318	-5%	-$76.8K	0.15%	136
2026 Q2	$1.58M	Buy	88,618 +10,473	+13%	+$192K	0.16%	135
2026 Q1	$1.37M	Buy	78,145 +1,665	+2%	+$30.2K	0.15%	139
2025 Q4	$1.35M	Sell	76,480 -1,348	-2%	-$23.9K	0.15%	142
2025 Q3	$1.38M	Sell	77,828 -1,350	-2%	-$23.8K	0.16%	134
2025 Q2	$1.36M	Sell	79,178 -2,451	-3%	-$40.7K	0.16%	128
2025 Q1	$1.37M	Sell	81,629 -659	-0.8%	-$11.4K	0.17%	124
2024 Q4	$1.42M	Sell	82,288 -233	-0.3%	-$4.19K	0.17%	119
2024 Q3	$1.51M	Sell	82,521 -393	-0.5%	-$6.92K	0.18%	120
2024 Q2	$1.43M	Sell	82,914 -5,155	-6%	-$89.4K	0.17%	126
2024 Q1	$1.56M	Sell	88,069 -4,938	-5%	-$86.7K	0.17%	123
2023 Q4	$1.6M	Sell	93,007 -4,142	-4%	-$68.5K	0.23%	101
2023 Q3	$1.63M	Buy	97,149 +3,585	+4%	+$61.7K	0.25%	97
2023 Q2	$1.65M	Buy	93,564 +2,900	+3%	+$50.2K	0.24%	97
2023 Q1	$1.6M	Buy	90,664 +250	+0.3%	+$4.44K	0.24%	96
2022 Q4	$1.51M	Sell	90,414 -24,135	-21%	-$411K	0.24%	99
2022 Q3	$1.97M	Buy	114,549 +1,426	+1%	+$26.4K	0.33%	76
2022 Q2	$2.05M	Sell	113,123 -1,599	-1%	-$30.4K	0.34%	72
2022 Q1	$2.36M	Buy	114,722 +11,298	+11%	+$231K	0.32%	76
2021 Q4	$2.26M	Buy	103,424 +14,680	+17%	+$316K	0.28%	83
2021 Q3	$1.88M	Buy	88,744 +5,533	+7%	+$119K	0.26%	101
2021 Q2	$1.78M	Sell	83,211 -6,963	-8%	-$147K	0.24%	104
2021 Q1	$1.88M	Buy	+90,174	New	+$1.84M	0.28%	91

Other funds holding PFXF

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

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

IRC

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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Sheets Smith Wealth Management's PFXF Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 4.9% in Q3 2026, selling an estimated $76.8K and leaving 84,300 shares worth $1.48M. The position accounts for 0.15% of the portfolio, ranked #136.

Sheets Smith Wealth Management first reported a position in PFXF in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.36M in Q1 2022. 27 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Sheets Smith Wealth Management held 84,300 shares of VanEck Preferred Securities ex Financials ETF worth $1.48M as of Q3 2026.
Sheets Smith Wealth Management sold 4,318 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $76.8K.
VanEck Preferred Securities ex Financials ETF made up 0.15% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #136 holding.
Sheets Smith Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2021 and has held it in 23 quarters since.
Sheets Smith Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $2.36M in Q1 2022.
27 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.