TAM
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Tucker Asset Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Tucker Asset Management’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
2025
Q4 		$1.77K Hold
100
– – ﹤0.01% 875
2025
Q3 		$1.78K Buy
+100
New +$1.77K ﹤0.01% 296
2025
Q2 		– Sell
-100
Closed -$1.68K – 331
2025
Q1 		$1.68K Hold
100
– – ﹤0.01% 287
2024
Q4 		$1.73K Hold
100
– – ﹤0.01% 1240
2024
Q3 		$1.83K Hold
100
– – ﹤0.01% 1189
2024
Q2 		$1.73K Hold
100
– – ﹤0.01% 1353
2024
Q1 		$1.77K Hold
100
– – ﹤0.01% 1339
2023
Q4 		$1.72K Hold
100
– – ﹤0.01% 1162
2023
Q3 		$1.68K Hold
100
– – ﹤0.01% 1075
2023
Q2 		$1.77K Hold
100
– – ﹤0.01% 885
2023
Q1 		$1.76K Buy
+100
New +$1.78K ﹤0.01% 919

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Raymond James Financial
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Wells Fargo
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SOWBOCOPL
State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $152M AUM 0.51% 1-Year Est. Return
MML Investors Services
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TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
WI
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return