Wealth Enhancement Advisory Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
131,939
-18,120
| -12% | -$315K | ﹤0.01% | 1282 |
|
|
2025
Q1 | $2.51M | Sell |
150,059
-4,532
| -3% | -$76K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $2.67M | Buy |
154,591
+81,254
| +111% | +$1.4M | 0.01% | 1044 |
|
|
2024
Q3 | $1.34M | Sell |
73,337
-14,176
| -16% | -$259K | ﹤0.01% | 1248 |
|
|
2024
Q2 | $1.51M | Sell |
87,513
-15,152
| -15% | -$262K | ﹤0.01% | 1102 |
|
|
2024
Q1 | $1.82M | Sell |
102,665
-1,795
| -2% | -$31.8K | ﹤0.01% | 983 |
|
|
2023
Q4 | $1.79M | Sell |
104,460
-12,216
| -10% | -$210K | 0.01% | 933 |
|
|
2023
Q3 | $1.96M | Buy |
+116,676
| New | +$1.96M | 0.01% | 871 |
|