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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RCI

RS Crum Inc Newport Beach, California $533M AUM 20.75% 1-Year Est. Return

RJFSA

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

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tempus Wealth Planning's PFXF Position: Q2 2024 in Review

Tempus Wealth Planning sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2024, closing a stake of 50,000 shares — an estimated $885K sold.

Tempus Wealth Planning first reported a position in PFXF in Q4 2022 and held it in 4 quarters. The position peaked at $885K in Q1 2024. 179 funds tracked by Wall St. Rank hold PFXF as of Q2 2024.

Tempus Wealth Planning reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2024 after selling out during the quarter.
Tempus Wealth Planning sold 50,000 VanEck Preferred Securities ex Financials ETF shares in Q2 2024, an estimated $885K.
Tempus Wealth Planning first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2022 and held it in 4 quarters.
Tempus Wealth Planning's VanEck Preferred Securities ex Financials ETF position peaked at $885K in Q1 2024.
179 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2024.

Based on Tempus Wealth Planning's 13F filing for Q2 2024, filed 25 Jul 2024.