Simplex Trading
PFXF icon

Simplex Trading’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Simplex Trading’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 		– Sell
-293
Closed -$5.17K – 9887
2025
Q4 		$5.17K Buy
+293
New +$5.19K ﹤0.01% 7412
2025
Q3 		– Sell
-1,597
Closed -$27K – 9807
2025
Q2 		$27K Buy
1,597
+787
+97% +$13.1K ﹤0.01% 6501
2025
Q1 		$13K Sell
810
-611
-43% -$10.5K ﹤0.01% 6922
2024
Q4 		$24K Buy
1,421
+1,015
+250% +$18.3K ﹤0.01% 6543
2024
Q3 		$7K Sell
406
-113
-22% -$1.99K ﹤0.01% 7445
2024
Q2 		$8K Sell
519
-1,013
-66% -$17.6K ﹤0.01% 7603
2024
Q1 		$27K Buy
1,532
+1,251
+445% +$22K ﹤0.01% 6847
2023
Q4 		$4K Buy
+281
New +$4.65K ﹤0.01% 7996
2023
Q3 		– Sell
-1,641
Closed -$28K – 9539
2023
Q2 		$28K Buy
1,641
+404
+33% +$7K ﹤0.01% 6429
2023
Q1 		$21K Buy
+1,237
New +$22K ﹤0.01% 6867

Other funds holding PFXF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
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
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

Simplex Trading's PFXF Position: Q1 2026 in Review

Simplex Trading sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2026, closing a stake of 293 shares — an estimated $5.17K sold.

Simplex Trading first reported a position in PFXF in Q1 2023 and held it in 10 quarters. The position peaked at $28K in Q2 2023. 215 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

  • Simplex Trading reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 293 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $5.17K.
  • Simplex Trading first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2023 and held it in 10 quarters.
  • Simplex Trading's VanEck Preferred Securities ex Financials ETF position peaked at $28K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.