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 – 10565
2025
Q4 		$5.17K Buy
+293
New +$5.19K ﹤0.01% 7412
2025
Q3 		– Sell
-1,597
Closed -$27K – 10568
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 – 10339
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 $1.37T 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 $376B AUM 19.32% 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 $501B AUM 22.01% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return