Summit Financial’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Summit Financial’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	$484K	Buy	27,152 +67	+0.2%	+$1.23K	0.01%	1105
2026 Q1	$475K	Sell	27,085 -222	-0.8%	-$4.02K	0.01%	1018
2025 Q4	$482K	Sell	27,307 -3,452	-11%	-$61.2K	0.01%	900
2025 Q3	$547K	Buy	+30,759	New	+$543K	0.01%	862

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

Summit Financial's PFXF Position: Q2 2026 in Review

Summit Financial increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 0.25% in Q2 2026, buying an estimated $1.23K and bringing the position to 27,152 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #1105.

Summit Financial first reported a position in PFXF in Q3 2025 and has held it in 4 quarters since. The position peaked at $547K in Q3 2025. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Summit Financial held 27,152 shares of VanEck Preferred Securities ex Financials ETF worth $484K as of Q2 2026.
Summit Financial bought 67 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $1.23K.
VanEck Preferred Securities ex Financials ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1105 holding.
Summit Financial first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial's VanEck Preferred Securities ex Financials ETF position peaked at $547K in Q3 2025.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.