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

Signature Wealth Management Group’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	$1.45M	Buy	82,466 +3,413	+4%	+$61.8K	0.55%	50
2025 Q4	$1.4M	Sell	79,053 -298	-0.4%	-$5.28K	0.57%	59
2025 Q3	$1.41M	Buy	79,351 +367	+0.5%	+$6.48K	0.55%	63
2025 Q2	$1.35M	Buy	78,984 +1,380	+2%	+$22.9K	0.53%	65
2025 Q1	$1.3M	Sell	77,604 -74	-0.1%	-$1.28K	0.51%	70
2024 Q4	$1.34M	Buy	77,678 +1,802	+2%	+$32.4K	0.54%	68
2024 Q3	$1.39M	Buy	75,876 +3,971	+6%	+$69.9K	0.56%	64
2024 Q2	$1.24M	Buy	71,905 +196	+0.3%	+$3.4K	0.54%	66
2024 Q1	$1.22M	Sell	71,709 -318	-0.4%	-$5.58K	0.55%	63
2023 Q4	$1.24M	Buy	+72,027	New	+$1.19M	0.57%	64
2023 Q2	$1.31M	Buy	74,184 +4,082	+6%	+$70.7K	0.61%	56
2023 Q1	$1.24M	Buy	70,102 +2,254	+3%	+$40.1K	0.59%	58
2022 Q4	$1.13M	Buy	67,848 +847	+1%	+$14.4K	0.55%	59
2022 Q3	$1.15M	Buy	67,001 +4,429	+7%	+$82.1K	0.59%	60
2022 Q2	$1.13M	Buy	62,572 +508	+0.8%	+$9.66K	0.55%	61
2022 Q1	$1.27M	Buy	62,064 +10,393	+20%	+$213K	0.57%	63
2021 Q4	$1.13M	Buy	51,671 +556	+1%	+$12K	0.57%	59
2021 Q3	$1.08M	Buy	51,115 +5,534	+12%	+$119K	0.6%	59
2021 Q2	$973K	Buy	45,581 +552	+1%	+$11.6K	0.54%	61
2021 Q1	$937K	Buy	+45,029	New	+$921K	0.55%	58

Other funds holding PFXF

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Signature Wealth Management Group's PFXF Position: Q1 2026 in Review

Signature Wealth Management Group increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 4.3% in Q1 2026, buying an estimated $61.8K and bringing the position to 82,466 shares worth $1.45M. The position accounts for 0.55% of the portfolio, ranked #50.

Signature Wealth Management Group first reported a position in PFXF in Q1 2021 and has held it in 20 quarters since. 215 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Signature Wealth Management Group held 82,466 shares of VanEck Preferred Securities ex Financials ETF worth $1.45M as of Q1 2026.
Signature Wealth Management Group bought 3,413 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $61.8K.
VanEck Preferred Securities ex Financials ETF made up 0.55% of Signature Wealth Management Group's portfolio in Q1 2026, its #50 holding.
Signature Wealth Management Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2021 and has held it in 20 quarters since.
215 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.