Syverson Strege & Co’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-145	Closed	-$2.56K	–	461
2023 Q1	$2.56K	Buy	+145	New	+$2.58K	﹤0.01%	439

Other funds holding PFXF

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 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

MWM

MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return

RJFSA

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

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Syverson Strege & Co's PFXF Position: Q2 2023 in Review

Syverson Strege & Co sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2023, closing a stake of 145 shares — an estimated $2.56K sold.

Syverson Strege & Co first reported a position in PFXF in Q1 2023 and held it in 1 quarter. The position peaked at $2.56K in Q1 2023. 143 funds tracked by Wall St. Rank hold PFXF as of Q2 2023.

Syverson Strege & Co reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 145 VanEck Preferred Securities ex Financials ETF shares in Q2 2023, an estimated $2.56K.
Syverson Strege & Co first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's VanEck Preferred Securities ex Financials ETF position peaked at $2.56K in Q1 2023.
143 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.