Spire Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Spire Wealth Management’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	$39	Hold	2	–	–	﹤0.01%	2224
2026 Q1	$38	Buy	+2	New	+$36	﹤0.01%	2247
2025 Q3	–	Sell	-2	Closed	–	–	2451
2025 Q2	$0	Buy	+2	New	+$33	﹤0.01%	2510
2021 Q4	–	Sell	-2,000	Closed	-$42K	–	2987
2021 Q3	$42K	Buy	+2,000	New	+$42.9K	﹤0.01%	1551

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

Spire Wealth Management's PFXF Position: Q2 2026 in Review

Spire Wealth Management held its VanEck Preferred Securities ex Financials ETF (PFXF) position steady in Q2 2026 at 2 shares worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Spire Wealth Management first reported a position in PFXF in Q3 2021 and has held it in 4 quarters since. The position peaked at $42K in Q3 2021. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Spire Wealth Management held 2 shares of VanEck Preferred Securities ex Financials ETF worth $39 as of Q2 2026.
Spire Wealth Management left its VanEck Preferred Securities ex Financials ETF share count unchanged in Q2 2026.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2224 holding.
Spire Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2021 and has held it in 4 quarters since.
Spire Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $42K in Q3 2021.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.