Sowell Financial Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
45,955
-575
| -1% | -$9.84K | 0.03% | 480 |
|
|
2025
Q1 | $780K | Buy |
46,530
+3,070
| +7% | +$51.5K | 0.04% | 461 |
|
|
2024
Q4 | $750K | Buy |
43,460
+21,415
| +97% | +$369K | 0.04% | 355 |
|
|
2024
Q3 | $403K | Buy |
22,045
+2,506
| +13% | +$45.8K | 0.02% | 468 |
|
|
2024
Q2 | $338K | Buy |
19,539
+6,723
| +52% | +$116K | 0.02% | 484 |
|
|
2024
Q1 | $227K | Buy |
+12,816
| New | +$227K | 0.01% | 535 |
|
|
2023
Q2 | – | Sell |
-11,026
| Closed | -$195K | – | 756 |
|
|
2023
Q1 | $195K | Buy |
+11,026
| New | +$195K | 0.02% | 695 |
|
|
2021
Q2 | – | Sell |
-8,763
| Closed | -$184K | – | 2093 |
|
|
2021
Q1 | $184K | Hold |
8,763
| – | – | 0.01% | 1097 |
|
|
2020
Q4 | $180K | Buy |
8,763
+9
| +0.1% | +$185 | 0.01% | 895 |
|
|
2020
Q3 | $168K | Buy |
8,754
+2,852
| +48% | +$54.7K | 0.01% | 794 |
|
|
2020
Q2 | $107K | Buy |
5,902
+15
| +0.3% | +$272 | 0.01% | 944 |
|
|
2020
Q1 | $97K | Buy |
5,887
+16
| +0.3% | +$264 | 0.01% | 852 |
|
|
2019
Q4 | $119K | Buy |
5,871
+14
| +0.2% | +$284 | 0.01% | 860 |
|
|
2019
Q3 | $119K | Buy |
+5,857
| New | +$119K | 0.01% | 781 |
|