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 Q3	$2.34M	Sell	133,023 -6,434	-5%	-$114K	﹤0.01%	1562
2026 Q2	$2.49M	Buy	139,457 +24,505	+21%	+$450K	﹤0.01%	1431
2026 Q1	$2.02M	Buy	114,952 +546	+0.5%	+$9.9K	﹤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

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's PFXF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 4.6% in Q3 2026, selling an estimated $114K and leaving 133,023 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Wealth Enhancement Advisory Services first reported a position in PFXF in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.67M in Q4 2024. 27 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Wealth Enhancement Advisory Services held 133,023 shares of VanEck Preferred Securities ex Financials ETF worth $2.34M as of Q3 2026.
Wealth Enhancement Advisory Services sold 6,434 VanEck Preferred Securities ex Financials ETF shares in Q3 2026, an estimated $114K.
VanEck Preferred Securities ex Financials ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1562 holding.
Wealth Enhancement Advisory Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's VanEck Preferred Securities ex Financials ETF position peaked at $2.67M in Q4 2024.
27 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.