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

Other funds holding PFXF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Sunbelt Securities's PFXF Position: Q1 2026 in Review

Sunbelt Securities reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 8.9% in Q1 2026, selling an estimated $27.2K and leaving 15,351 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #553.

Sunbelt Securities first reported a position in PFXF in Q1 2023 and has held it in 13 quarters since. The position peaked at $298K in Q4 2025. 215 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Sunbelt Securities held 15,351 shares of VanEck Preferred Securities ex Financials ETF worth $269K as of Q1 2026.
Sunbelt Securities sold 1,500 VanEck Preferred Securities ex Financials ETF shares in Q1 2026, an estimated $27.2K.
VanEck Preferred Securities ex Financials ETF made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #553 holding.
Sunbelt Securities first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's VanEck Preferred Securities ex Financials ETF position peaked at $298K in Q4 2025.
215 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.