Tandem Investment Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Tandem Investment Partners’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 Q3	$394K	Buy	22,515 +150	+0.7%	+$2.67K	0.3%	55
2026 Q2	$399K	Buy	22,365 +125	+0.6%	+$2.3K	0.31%	57
2026 Q1	$390K	Buy	22,240 +250	+1%	+$4.53K	0.33%	55
2025 Q4	$388K	Buy	21,990 +2,475	+13%	+$43.8K	0.33%	54
2025 Q3	$347K	Sell	19,515 -175	-0.9%	-$3.09K	0.28%	58
2025 Q2	$337K	Buy	19,690 +75	+0.4%	+$1.24K	0.29%	59
2025 Q1	$329K	Buy	19,615 +250	+1%	+$4.32K	0.32%	56
2024 Q4	$334K	Buy	+19,365	New	+$348K	0.32%	53

Other funds holding PFXF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $171M AUM 4.1% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

Good Steward Wealth Advisors Clarksville, Tennessee $167M AUM 10.63% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Dougherty & Associates Spring Hill, Florida $127M AUM 17.45% 1-Year Est. Return

Tandem Investment Partners's PFXF Position: Q3 2026 in Review

Tandem Investment Partners increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 0.67% in Q3 2026, buying an estimated $2.67K and bringing the position to 22,515 shares worth $394K. The position accounts for 0.3% of the portfolio, ranked #55.

Tandem Investment Partners first reported a position in PFXF in Q4 2024 and has held it in 8 quarters since. The position peaked at $399K in Q2 2026. 175 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Tandem Investment Partners held 22,515 shares of VanEck Preferred Securities ex Financials ETF worth $394K as of Q3 2026.
Tandem Investment Partners bought 150 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $2.67K.
VanEck Preferred Securities ex Financials ETF made up 0.3% of Tandem Investment Partners's portfolio in Q3 2026, its #55 holding.
Tandem Investment Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2024 and has held it in 8 quarters since.
Tandem Investment Partners's VanEck Preferred Securities ex Financials ETF position peaked at $399K in Q2 2026.
175 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Tandem Investment Partners's 13F filing for Q3 2026, filed 16 Oct 2026.