Wealthcare Advisory Partners’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 | $3.67M | Buy |
214,581
+20,935
| +11% | +$358K | 0.08% | 198 |
|
|
2025
Q1 | $3.25M | Buy |
193,646
+20,645
| +12% | +$346K | 0.09% | 197 |
|
|
2024
Q4 | $2.98M | Buy |
173,001
+14,249
| +9% | +$246K | 0.08% | 203 |
|
|
2024
Q3 | $2.9M | Buy |
158,752
+2,418
| +2% | +$44.2K | 0.08% | 209 |
|
|
2024
Q2 | $2.7M | Buy |
156,334
+7,046
| +5% | +$122K | 0.08% | 198 |
|
|
2024
Q1 | $2.64M | Buy |
149,288
+4,315
| +3% | +$76.3K | 0.09% | 197 |
|
|
2023
Q4 | $2.49M | Buy |
144,973
+12,226
| +9% | +$210K | 0.1% | 170 |
|
|
2023
Q3 | $2.23M | Buy |
132,747
+14,664
| +12% | +$247K | 0.1% | 156 |
|
|
2023
Q2 | $2.09M | Buy |
118,083
+38,846
| +49% | +$686K | 0.09% | 172 |
|
|
2023
Q1 | $1.4M | Buy |
79,237
+68,112
| +612% | +$1.2M | 0.06% | 236 |
|
|
2022
Q4 | $186K | Buy |
+11,125
| New | +$186K | 0.01% | 664 |
|