SWMG
Signature Wealth Management Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
78,984
+1,380
| +2% | +$23.6K | 0.53% | 65 |
|
|
2025
Q1 | $1.3M | Sell |
77,604
-74
| -0.1% | -$1.24K | 0.51% | 70 |
|
|
2024
Q4 | $1.34M | Buy |
77,678
+1,802
| +2% | +$31.1K | 0.54% | 68 |
|
|
2024
Q3 | $1.39M | Buy |
75,876
+3,971
| +6% | +$72.5K | 0.56% | 64 |
|
|
2024
Q2 | $1.24M | Buy |
71,905
+196
| +0.3% | +$3.39K | 0.54% | 66 |
|
|
2024
Q1 | $1.22M | Sell |
71,709
-318
| -0.4% | -$5.4K | 0.55% | 63 |
|
|
2023
Q4 | $1.24M | Buy |
+72,027
| New | +$1.24M | 0.57% | 64 |
|
|
2023
Q2 | $1.31M | Buy |
74,184
+4,082
| +6% | +$72.1K | 0.61% | 56 |
|
|
2023
Q1 | $1.24M | Buy |
70,102
+2,254
| +3% | +$39.8K | 0.59% | 58 |
|
|
2022
Q4 | $1.13M | Buy |
67,848
+847
| +1% | +$14.2K | 0.55% | 59 |
|
|
2022
Q3 | $1.15M | Buy |
67,001
+4,429
| +7% | +$76.2K | 0.59% | 60 |
|
|
2022
Q2 | $1.13M | Buy |
62,572
+508
| +0.8% | +$9.2K | 0.55% | 61 |
|
|
2022
Q1 | $1.28M | Buy |
62,064
+10,393
| +20% | +$214K | 0.57% | 63 |
|
|
2021
Q4 | $1.13M | Buy |
51,671
+556
| +1% | +$12.2K | 0.57% | 59 |
|
|
2021
Q3 | $1.09M | Buy |
51,115
+5,534
| +12% | +$117K | 0.6% | 59 |
|
|
2021
Q2 | $973K | Buy |
45,581
+552
| +1% | +$11.8K | 0.54% | 61 |
|
|
2021
Q1 | $937K | Buy |
+45,029
| New | +$937K | 0.55% | 58 |
|