Wealth Enhancement Advisory Services
PFXF icon

Wealth Enhancement Advisory Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$2.02M Buy
114,952
+546
+0.5% +$9.89K ﹤0.01% 1387
2025
Q4 		$2.06M Sell
114,406
-24,150
-17% -$428K ﹤0.01% 1498
2025
Q3 		$2.49M Buy
138,556
+6,617
+5% +$117K ﹤0.01% 1319
2025
Q2 		$2.3M Sell
131,939
-18,120
-12% -$301K ﹤0.01% 1285
2025
Q1 		$2.51M Sell
150,059
-4,532
-3% -$78.2K ﹤0.01% 1132
2024
Q4 		$2.67M Buy
154,591
+81,254
+111% +$1.46M 0.01% 1046
2024
Q3 		$1.34M Sell
73,337
-14,176
-16% -$250K ﹤0.01% 1253
2024
Q2 		$1.51M Sell
87,513
-15,152
-15% -$263K ﹤0.01% 1102
2024
Q1 		$1.82M Sell
102,665
-1,795
-2% -$31.5K ﹤0.01% 983
2023
Q4 		$1.79M Sell
104,460
-12,216
-10% -$202K 0.01% 933
2023
Q3 		$1.96M Buy
+116,676
New +$2.01M 0.01% 871

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