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

Sugarloaf 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
2021 Q3	–	Sell	-2,919	Closed	-$62K	–	791
2021 Q2	$62K	Sell	2,919 -3,466	-54%	-$73.1K	0.02%	249
2021 Q1	$59	Buy	6,385 +3,342	+110%	+$68.3K	0.02%	248
2020 Q4	$63K	Sell	3,043 -89	-3%	-$1.78K	0.02%	232
2020 Q3	$60K	Sell	3,132 -128	-4%	-$2.44K	0.02%	212
2020 Q2	$59K	Buy	3,260 +6	+0.2%	+$108	0.02%	215
2020 Q1	$54K	Sell	3,254 -1,073	-25%	-$20.6K	0.02%	213
2019 Q4	$88K	Buy	+4,327	New	+$87K	0.04%	190

Other funds holding PFXF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sugarloaf Wealth Management's PFXF Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2021, closing a stake of 2,919 shares — an estimated $62K sold.

Sugarloaf Wealth Management first reported a position in PFXF in Q4 2019 and held it in 7 quarters. The position peaked at $88K in Q4 2019. 116 funds tracked by Wall St. Rank hold PFXF as of Q3 2021.

Sugarloaf Wealth Management reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2021 after selling out during the quarter.
Sugarloaf Wealth Management sold 2,919 VanEck Preferred Securities ex Financials ETF shares in Q3 2021, an estimated $62K.
Sugarloaf Wealth Management first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2019 and held it in 7 quarters.
Sugarloaf Wealth Management's VanEck Preferred Securities ex Financials ETF position peaked at $88K in Q4 2019.
116 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.