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TCFG Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

TCFG Wealth Management’s Portfolio PFXF Stock Details PFXF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$346K Buy
20,210
+359
+2% +$6.15K 0.16% 175
2025
Q1 		$333K Hold
19,851
– – 0.17% 153
2024
Q4 		$342K Hold
19,851
– – 0.17% 144
2024
Q3 		$362K Buy
+19,851
New +$362K 0.18% 131