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

Sightline 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	-11,742	Closed	-$203K	–	64
2022 Q3	$203K	Sell	11,742 -47,126	-80%	-$873K	0.24%	46
2022 Q2	$1.07M	Buy	58,868 +3,506	+6%	+$66.7K	1.04%	16
2022 Q1	$1.14M	Buy	+55,362	New	+$1.13M	0.95%	15

Other funds holding PFXF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

MY Wealth Management Germantown, Maryland $142M AUM 17.58% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Sightline Wealth Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2022, closing a stake of 11,742 shares — an estimated $203K sold.

Sightline Wealth Advisors first reported a position in PFXF in Q1 2022 and held it in 3 quarters. The position peaked at $1.14M in Q1 2022. 140 funds tracked by Wall St. Rank hold PFXF as of Q4 2022.

Sightline Wealth Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2022 after selling out during the quarter.
Sightline Wealth Advisors sold 11,742 VanEck Preferred Securities ex Financials ETF shares in Q4 2022, an estimated $203K.
Sightline Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2022 and held it in 3 quarters.
Sightline Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.14M in Q1 2022.
140 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2022.

Based on Sightline Wealth Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.