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Wealth Intelligence’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Wealth Intelligence’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 		$9.75M Buy
546,751
+2,750
+0.5% +$50.5K 4.53% 3
2026
Q1 		$9.54M Sell
544,001
-79,237
-13% -$1.44M 4.59% 3
2025
Q4 		$11M Buy
+623,238
New +$11M 5.46% 3

Other funds holding PFXF

Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
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 Intelligence's PFXF Position: Q2 2026 in Review

Wealth Intelligence increased its VanEck Preferred Securities ex Financials ETF (PFXF) stake by 0.51% in Q2 2026, buying an estimated $50.5K and bringing the position to 546,751 shares worth $9.75M. The position accounts for 4.53% of the portfolio, ranked #3.

Wealth Intelligence first reported a position in PFXF in Q4 2025 and has held it in 3 quarters since. The position peaked at $11M in Q4 2025. 230 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

  • Wealth Intelligence held 546,751 shares of VanEck Preferred Securities ex Financials ETF worth $9.75M as of Q2 2026.
  • Wealth Intelligence bought 2,750 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $50.5K.
  • VanEck Preferred Securities ex Financials ETF made up 4.53% of Wealth Intelligence's portfolio in Q2 2026, its #3 holding.
  • Wealth Intelligence first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Intelligence's VanEck Preferred Securities ex Financials ETF position peaked at $11M in Q4 2025.
  • 230 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on Wealth Intelligence's 13F filing for Q2 2026, filed 13 Jul 2026.