SHP Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFXF
TWM
SOWBOCOPL
PWM
SHP Wealth Management's PFXF Position: Q2 2026 in Review
SHP Wealth Management increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 210% in Q2 2026, buying an estimated $556K and bringing the position to 44,640 shares worth $796K. The position accounts for 0.05% of the portfolio, ranked #127.
SHP Wealth Management first reported a position in PFXF in Q1 2026 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.
- SHP Wealth Management held 44,640 shares of VanEck Preferred Securities ex Financials ETF worth $796K as of Q2 2026.
- SHP Wealth Management bought 30,246 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $556K.
- VanEck Preferred Securities ex Financials ETF made up 0.05% of SHP Wealth Management's portfolio in Q2 2026, its #127 holding.
- SHP Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2026 and has held it in 2 quarters since.
- 230 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.
Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.