WealthShield Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

WealthShield Partners’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	–	Sell	-5,166	Closed	-$90.6K	–	537
2026 Q1	$90.6K	Buy	5,166 +13	+0.3%	+$236	0.01%	413
2025 Q4	$91K	Buy	5,153 +41	+0.8%	+$726	0.01%	402
2025 Q3	$90.8K	Buy	5,112 +25	+0.5%	+$442	0.01%	401
2025 Q2	$87.1K	Sell	5,087 -5	-0.1%	-$83	0.01%	396
2025 Q1	$85.3K	Buy	5,092 +9	+0.2%	+$155	0.01%	386
2024 Q4	$87.7K	Buy	5,083 +50	+1%	+$899	0.01%	353
2024 Q3	$91.9K	Buy	5,033 +26	+0.5%	+$458	0.01%	354
2024 Q2	$86.6K	Buy	5,007 +22	+0.4%	+$381	0.01%	335
2024 Q1	$88.2K	Buy	4,985 +200	+4%	+$3.51K	0.01%	325
2023 Q4	$82.2K	Buy	4,785 +2,365	+98%	+$39.1K	0.01%	331
2023 Q3	$40.7K	Buy	+2,420	New	+$41.7K	0.01%	383

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

WealthShield Partners's PFXF Position: Q2 2026 in Review

WealthShield Partners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q2 2026, closing a stake of 5,166 shares — an estimated $90.6K sold.

WealthShield Partners first reported a position in PFXF in Q3 2023 and held it in 11 quarters. The position peaked at $91.9K in Q3 2024. 231 funds tracked by Wall St. Rank hold PFXF as of Q2 2026.

WealthShield Partners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 5,166 VanEck Preferred Securities ex Financials ETF shares in Q2 2026, an estimated $90.6K.
WealthShield Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2023 and held it in 11 quarters.
WealthShield Partners's VanEck Preferred Securities ex Financials ETF position peaked at $91.9K in Q3 2024.
231 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.