Valley National Advisers’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,383
Closed -$73K 846
2025
Q1
$73K Buy
+4,383
New +$75.6K 0.01% 336
2015
Q1
Sell
-480
Closed -$9K 597
2014
Q4
$9K Buy
+480
New +$9.86K 0.01% 286

Other funds holding PFXF

Valley National Advisers's PFXF Position: Q2 2025 in Review

Valley National Advisers sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2025, closing a stake of 4,383 shares — an estimated $73K sold.

Valley National Advisers first reported a position in PFXF in Q4 2014 and held it in 2 quarters. The position peaked at $73K in Q1 2025. 183 funds tracked by Wall St. Rank hold PFXF as of Q2 2025.

  • Valley National Advisers reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2025 after selling out during the quarter.
  • Valley National Advisers sold 4,383 VanEck Preferred Securities ex Financials ETF shares in Q2 2025, an estimated $73K.
  • Valley National Advisers first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2014 and held it in 2 quarters.
  • Valley National Advisers's VanEck Preferred Securities ex Financials ETF position peaked at $73K in Q1 2025.
  • 183 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2025.

Based on Valley National Advisers's 13F filing for Q2 2025, filed 22 Jul 2025.