Tempus Wealth Planning’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Tempus Wealth Planning’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
2024 Q2	–	Sell	-50,000	Closed	-$885K	–	216
2024 Q1	$885K	Hold	50,000	–	–	0.39%	75
2023 Q4	$859K	Hold	50,000	–	–	0.38%	74
2023 Q3	$841K	Buy	+50,000	New	+$861K	0.42%	59
2023 Q1	–	Sell	-20,140	Closed	-$337K	–	186
2022 Q4	$337K	Buy	+20,140	New	+$343K	0.2%	121

Other funds holding PFXF

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return