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Stock Yards Bank & Trust’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Stock Yards Bank & Trust’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
2022
Q4 		– Sell
-16,200
Closed -$279K – 417
2022
Q3 		$279K Buy
+16,200
New +$300K 0.01% 350
2022
Q1 		– Sell
-9,378
Closed -$205K – 280
2021
Q4 		$205K Buy
+9,378
New +$202K 0.01% 275

Other funds holding PFXF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stock Yards Bank & Trust's PFXF Position: Q4 2022 in Review

Stock Yards Bank & Trust sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2022, closing a stake of 16,200 shares — an estimated $279K sold.

Stock Yards Bank & Trust first reported a position in PFXF in Q4 2021 and held it in 2 quarters. The position peaked at $279K in Q3 2022. 140 funds tracked by Wall St. Rank hold PFXF as of Q4 2022.

  • Stock Yards Bank & Trust reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2022 after selling out during the quarter.
  • Stock Yards Bank & Trust sold 16,200 VanEck Preferred Securities ex Financials ETF shares in Q4 2022, an estimated $279K.
  • Stock Yards Bank & Trust first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2021 and held it in 2 quarters.
  • Stock Yards Bank & Trust's VanEck Preferred Securities ex Financials ETF position peaked at $279K in Q3 2022.
  • 140 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2022.

Based on Stock Yards Bank & Trust's 13F filing for Q4 2022, filed 2 Feb 2023.