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

SHP 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
Q1 		$252K Buy
+14,394
New +$261K 0.02% 220

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

SHP Wealth Management's PFXF Position: Q1 2026 in Review

SHP Wealth Management opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2026: 14,394 shares worth $252K. The stake represents 0.02% of the portfolio and ranks #220 among its holdings.

214 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

  • SHP Wealth Management held 14,394 shares of VanEck Preferred Securities ex Financials ETF worth $252K as of Q1 2026.
  • VanEck Preferred Securities ex Financials ETF was a new SHP Wealth Management position in Q1 2026.
  • VanEck Preferred Securities ex Financials ETF made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #220 holding.
  • 214 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.