United Capital Financial Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

United Capital Financial 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
2020 Q4	–	Sell	-20,147	Closed	-$386K	–	1219
2020 Q3	$386K	Sell	20,147 -44,840	-69%	-$855K	﹤0.01%	893
2020 Q2	$1.18M	Sell	64,987 -7,871	-11%	-$142K	0.01%	614
2020 Q1	$1.2M	Buy	+72,858	New	+$1.4M	0.01%	589

Other funds holding PFXF

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 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

1IA

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

United Capital Financial Advisors's PFXF Position: Q4 2020 in Review

United Capital Financial Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2020, closing a stake of 20,147 shares — an estimated $386K sold.

United Capital Financial Advisors first reported a position in PFXF in Q1 2020 and held it in 3 quarters. The position peaked at $1.2M in Q1 2020. 103 funds tracked by Wall St. Rank hold PFXF as of Q4 2020.

United Capital Financial Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2020 after selling out during the quarter.
United Capital Financial Advisors sold 20,147 VanEck Preferred Securities ex Financials ETF shares in Q4 2020, an estimated $386K.
United Capital Financial Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2020 and held it in 3 quarters.
United Capital Financial Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1.2M in Q1 2020.
103 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.