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 Q2	$2.49M	Buy	139,457 +24,505	+21%	+$450K	﹤0.01%	1431
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

Other funds holding PFXF

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

TWM

Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return

SOWBOCOPL

State of Wisconsin - Board of Commissioners of Public Lands Madison, Wisconsin $153M AUM 0.03% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Wealth Enhancement Advisory Services's PFXF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 21% in Q2 2026, buying an estimated $450K and bringing the position to 139,457 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Wealth Enhancement Advisory Services first reported a position in PFXF in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.67M in Q4 2024. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

Wealth Enhancement Advisory Services held 139,457 shares of VanEck Preferred Securities ex Financials ETF worth $2.49M as of Q2 2026.
Wealth Enhancement Advisory Services bought 24,505 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $450K.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1431 holding.
Wealth Enhancement Advisory Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's VanEck Preferred Securities ex Financials ETF position peaked at $2.67M in Q4 2024.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.