Sowell Financial Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Sowell Financial Services’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 Q2	$869K	Sell	48,720 -276	-0.6%	-$5.07K	0.03%	497
2026 Q1	$859K	Buy	48,996 +3,254	+7%	+$59K	0.03%	474
2025 Q4	$808K	Sell	45,742 -325	-0.7%	-$5.76K	0.03%	498
2025 Q3	$819K	Buy	46,067 +112	+0.2%	+$1.98K	0.03%	486
2025 Q2	$787K	Sell	45,955 -575	-1%	-$9.54K	0.03%	480
2025 Q1	$780K	Buy	46,530 +3,070	+7%	+$53K	0.04%	461
2024 Q4	$750K	Buy	43,460 +21,415	+97%	+$385K	0.04%	355
2024 Q3	$403K	Buy	22,045 +2,506	+13%	+$44.1K	0.02%	468
2024 Q2	$338K	Buy	19,539 +6,723	+52%	+$117K	0.02%	484
2024 Q1	$227K	Buy	+12,816	New	+$225K	0.01%	535
2023 Q2	–	Sell	-11,026	Closed	-$195K	–	756
2023 Q1	$195K	Buy	+11,026	New	+$196K	0.02%	695
2021 Q2	–	Sell	-8,763	Closed	-$184K	–	2090
2021 Q1	$184K	Hold	8,763	–	–	0.01%	1097
2020 Q4	$180K	Buy	8,763 +9	+0.1%	+$180	0.01%	895
2020 Q3	$168K	Buy	8,754 +2,852	+48%	+$54.4K	0.01%	794
2020 Q2	$107K	Buy	5,902 +15	+0.3%	+$270	0.01%	944
2020 Q1	$97K	Buy	5,887 +16	+0.3%	+$307	0.01%	852
2019 Q4	$119K	Buy	5,871 +14	+0.2%	+$281	0.01%	860
2019 Q3	$119K	Buy	+5,857	New	+$117K	0.01%	781

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Sowell Financial Services's PFXF Position: Q2 2026 in Review

Sowell Financial Services reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 0.56% in Q2 2026, selling an estimated $5.07K and leaving 48,720 shares worth $869K. The position accounts for 0.03% of the portfolio, ranked #497.

Sowell Financial Services first reported a position in PFXF in Q3 2019 and has held it in 18 quarters since. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Sowell Financial Services held 48,720 shares of VanEck Preferred Securities ex Financials ETF worth $869K as of Q2 2026.
Sowell Financial Services sold 276 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $5.07K.
VanEck Preferred Securities ex Financials ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #497 holding.
Sowell Financial Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2019 and has held it in 18 quarters since.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.