JBI
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John Boyer, Inc.’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

John Boyer, Inc.’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 		$287K Buy
16,110
+83
+0.5% +$1.52K 0.25% 32
2026
Q1 		$281K Sell
16,027
-363
-2% -$6.58K 0.28% 34
2025
Q4 		$289K Sell
16,390
-35
-0.2% -$620 0.29% 32
2025
Q3 		$292K Buy
+16,425
New +$290K 0.29% 30

Other funds holding PFXF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
DA
Dougherty & Associates Spring Hill, Florida $125M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

John Boyer, Inc.'s PFXF Position: Q2 2026 in Review

John Boyer, Inc. increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 0.52% in Q2 2026, buying an estimated $1.52K and bringing the position to 16,110 shares worth $287K. The position accounts for 0.25% of the portfolio, ranked #32.

John Boyer, Inc. first reported a position in PFXF in Q3 2025 and has held it in 4 quarters since. The position peaked at $292K in Q3 2025. 137 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • John Boyer, Inc. held 16,110 shares of VanEck Preferred Securities ex Financials ETF worth $287K as of Q2 2026.
  • John Boyer, Inc. bought 83 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $1.52K.
  • VanEck Preferred Securities ex Financials ETF made up 0.25% of John Boyer, Inc.'s portfolio in Q2 2026, its #32 holding.
  • John Boyer, Inc. first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2025 and has held it in 4 quarters since.
  • John Boyer, Inc.'s VanEck Preferred Securities ex Financials ETF position peaked at $292K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on John Boyer, Inc.'s 13F filing for Q2 2026, filed 7 Aug 2026.