Wealthstar Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Wealthstar Advisors’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
2021 Q3	–	Sell	-14,645	Closed	-$315K	–	121
2021 Q2	$315K	Buy	+14,645	New	+$309K	0.1%	73
2020 Q1	$293K	Buy	+17,695	New	+$340K	0.21%	41
2019 Q4	–	Sell	-18,095	Closed	-$364K	–	108
2019 Q3	$367K	Sell	18,095 -1,000	-5%	-$20K	0.2%	36
2019 Q2	$380K	Hold	19,095	–	–	0.22%	35
2019 Q1	$373K	Hold	19,095	–	–	0.23%	33
2018 Q4	$338K	Sell	19,095 -600	-3%	-$11.1K	0.25%	33
2018 Q3	$385K	Sell	19,695 -1,150	-6%	-$22.5K	0.23%	36
2018 Q2	$405K	Hold	20,845	–	–	0.12%	35
2018 Q1	$401K	Buy	+20,845	New	+$401K	0.12%	28

Other funds holding PFXF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthstar Advisors's PFXF Position: Q3 2021 in Review

Wealthstar Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2021, closing a stake of 14,645 shares — an estimated $315K sold.

Wealthstar Advisors first reported a position in PFXF in Q1 2018 and held it in 9 quarters. The position peaked at $405K in Q2 2018. 116 funds tracked by Wall St. Rank hold PFXF as of Q3 2021.

Wealthstar Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2021 after selling out during the quarter.
Wealthstar Advisors sold 14,645 VanEck Preferred Securities ex Financials ETF shares in Q3 2021, an estimated $315K.
Wealthstar Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q1 2018 and held it in 9 quarters.
Wealthstar Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $405K in Q2 2018.
116 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2021.

Based on Wealthstar Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.