TCI Wealth Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

TCI Wealth Advisors’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
2022 Q1	–	Sell	-2,453	Closed	-$54K	–	2390
2021 Q4	$54K	Hold	2,453	–	–	0.01%	395
2021 Q3	$52K	Sell	2,453 -29,696	-92%	-$637K	0.01%	406
2021 Q2	$686K	Hold	32,149	–	–	0.12%	91
2021 Q1	$669K	Sell	32,149 -165	-0.5%	-$3.37K	0.28%	74
2020 Q4	$665K	Buy	32,314 +613	+2%	+$12.2K	0.3%	75
2020 Q3	$608K	Hold	31,701	–	–	0.24%	69
2020 Q2	$577K	Buy	31,701 +29,248	+1,192%	+$527K	0.25%	69
2020 Q1	$40K	Hold	2,453	–	–	0.02%	343
2019 Q4	$50K	Hold	2,453	–	–	0.02%	387
2019 Q3	$50K	Hold	2,453	–	–	0.02%	331
2019 Q2	$49K	Hold	2,453	–	–	0.02%	314
2019 Q1	$48K	Hold	2,453	–	–	0.02%	344
2018 Q4	$43K	Hold	2,453	–	–	0.02%	338
2018 Q3	$48K	Hold	2,453	–	–	0.02%	349
2018 Q2	$48K	Hold	2,453	–	–	0.02%	331
2018 Q1	$47K	Hold	2,453	–	–	0.02%	341
2017 Q4	$48K	Hold	2,453	–	–	0.02%	352
2017 Q3	$49K	Hold	2,453	–	–	0.02%	316
2017 Q2	$49K	Hold	2,453	–	–	0.03%	306
2017 Q1	$49K	Hold	2,453	–	–	0.03%	304
2016 Q4	$47K	Hold	2,453	–	–	0.02%	334
2016 Q3	$51K	Hold	2,453	–	–	0.03%	302
2016 Q2	$51K	Buy	+2,453	New	+$50K	0.03%	301

Other funds holding PFXF

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

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

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

RJFSA

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

TCI Wealth Advisors's PFXF Position: Q1 2022 in Review

TCI Wealth Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2022, closing a stake of 2,453 shares — an estimated $54K sold.

TCI Wealth Advisors first reported a position in PFXF in Q2 2016 and held it in 23 quarters. The position peaked at $686K in Q2 2021. 141 funds tracked by Wall St. Rank hold PFXF as of Q1 2022.

TCI Wealth Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2022 after selling out during the quarter.
TCI Wealth Advisors sold 2,453 VanEck Preferred Securities ex Financials ETF shares in Q1 2022, an estimated $54K.
TCI Wealth Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2016 and held it in 23 quarters.
TCI Wealth Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $686K in Q2 2021.
141 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2022.

Based on TCI Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.