Stonebridge Financial Planning Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Stonebridge Financial Planning Group’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 Q3	$190K	Buy	+10,834	New	+$193K	0.06%	184
2023 Q4	–	Sell	-12,600	Closed	-$212K	–	153
2023 Q3	$212K	Sell	12,600 -1,000	-7%	-$17.2K	0.14%	132
2023 Q2	$240K	Sell	13,600 -3,185	-19%	-$55.2K	0.15%	123
2023 Q1	$296K	Buy	16,785 +1,500	+10%	+$26.7K	0.19%	104
2022 Q4	$255K	Hold	15,285	–	–	0.17%	108
2022 Q3	$263K	Hold	15,285	–	–	0.18%	102
2022 Q2	$277K	Buy	+15,285	New	+$291K	0.19%	98

Other funds holding PFXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Stonebridge Financial Planning Group's PFXF Position: Q3 2026 in Review

Stonebridge Financial Planning Group opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2026: 10,834 shares worth $190K. The stake represents 0.06% of the portfolio and ranks #184 among its holdings. This is a return to the name: Stonebridge Financial Planning Group previously reported a position in PFXF as recently as Q3 2023.

Stonebridge Financial Planning Group first reported a position in PFXF in Q2 2022 and has held it in 7 quarters since. The position peaked at $296K in Q1 2023. 127 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Stonebridge Financial Planning Group held 10,834 shares of VanEck Preferred Securities ex Financials ETF worth $190K as of Q3 2026.
VanEck Preferred Securities ex Financials ETF was a new Stonebridge Financial Planning Group position in Q3 2026.
VanEck Preferred Securities ex Financials ETF made up 0.06% of Stonebridge Financial Planning Group's portfolio in Q3 2026, its #184 holding.
Stonebridge Financial Planning Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2022 and has held it in 7 quarters since.
Stonebridge Financial Planning Group's VanEck Preferred Securities ex Financials ETF position peaked at $296K in Q1 2023.
127 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2026, filed 6 Nov 2026.