Synergy Investment Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Synergy Investment 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
2026 Q1	$7.91K	Buy	+451	New	+$8.17K	﹤0.01%	526

Other funds holding PFXF

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCM

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

Synergy Investment Management's PFXF Position: Q1 2026 in Review

Synergy Investment Management opened a new position in VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2026: 451 shares worth $7.91K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings.

212 funds tracked by Wall St. Rank hold PFXF as of Q1 2026.

Synergy Investment Management held 451 shares of VanEck Preferred Securities ex Financials ETF worth $7.91K as of Q1 2026.
VanEck Preferred Securities ex Financials ETF was a new Synergy Investment Management position in Q1 2026.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #526 holding.
212 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.