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PFXF icon

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

Sunbelt Securities’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
Q1 		$269K Sell
15,351
-1,500
-9% -$27.2K 0.02% 553
2025
Q4 		$298K Buy
16,851
+500
+3% +$8.86K 0.02% 534
2025
Q3 		$291K Buy
16,351
+1,432
+10% +$25.3K 0.02% 538
2025
Q2 		$257K Sell
14,919
-32
-0.2% -$531 0.02% 520
2025
Q1 		$251K Buy
14,951
+297
+2% +$5.13K 0.02% 509
2024
Q4 		$253K Hold
14,654
– – 0.02% 530
2024
Q3 		$268K Hold
14,654
– – 0.03% 516
2024
Q2 		$254K Hold
14,654
– – 0.03% 494
2024
Q1 		$259K Buy
14,654
+5,000
+52% +$87.8K 0.03% 470
2023
Q4 		$166K Hold
9,654
– – 0.02% 549
2023
Q3 		$162K Buy
9,654
+712
+8% +$12.3K 0.02% 536
2023
Q2 		$158K Hold
8,942
– – 0.02% 527
2023
Q1 		$156K Buy
+8,942
New +$159K 0.03% 477

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Raymond James Financial
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Wells Fargo
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TWM
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SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return