Wolff Wiese Magana’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Wolff Wiese Magana’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	$12.9K	Hold	735	–	–	0.01%	444
2026 Q2	$13.1K	Hold	735	–	–	0.01%	451
2026 Q1	$12.9K	Hold	735	–	–	0.01%	420
2025 Q4	$13K	Hold	735	–	–	0.01%	390
2025 Q3	$13.1K	Hold	735	–	–	0.01%	402
2025 Q2	$12.6K	Hold	735	–	–	0.01%	364
2025 Q1	$12.3K	Hold	735	–	–	0.01%	371
2024 Q4	$12.7K	Hold	735	–	–	0.01%	378
2024 Q3	$13.4K	Hold	735	–	–	0.01%	382
2024 Q2	$12.7K	Hold	735	–	–	0.01%	284
2024 Q1	$13K	Sell	735 -12	-2%	-$211	0.01%	264
2023 Q4	$12.8K	Sell	747 -232	-24%	-$3.84K	0.01%	251
2023 Q3	$16.5K	Hold	979	–	–	0.01%	290
2023 Q2	$17.3K	Sell	979 -12	-1%	-$208	0.01%	290
2023 Q1	$17.5K	Hold	991	–	–	0.01%	281
2022 Q4	$16.6K	Hold	991	–	–	0.01%	282
2022 Q3	$17K	Hold	991	–	–	0.01%	412
2022 Q2	$18K	Hold	991	–	–	0.01%	423
2022 Q1	$20K	Sell	991 -77	-7%	-$1.58K	0.01%	425
2021 Q4	$23K	Hold	1,068	–	–	0.01%	406
2021 Q3	$23K	Buy	1,068 +213	+25%	+$4.57K	0.02%	402
2021 Q2	$18K	Hold	855	–	–	0.01%	412
2021 Q1	$18K	Sell	855 -510	-37%	-$10.4K	0.01%	407
2020 Q4	$28K	Buy	+1,365	New	+$27.2K	0.02%	332

Other funds holding PFXF

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

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

Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wolff Wiese Magana's PFXF Position: Q3 2026 in Review

Wolff Wiese Magana held its VanEck Preferred Securities ex Financials ETF (PFXF) position steady in Q3 2026 at 735 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #444.

Wolff Wiese Magana first reported a position in PFXF in Q4 2020 and has held it in 24 quarters since. The position peaked at $28K in Q4 2020. 35 funds tracked by Wall St. Rank hold PFXF as of Q3 2026.

Wolff Wiese Magana held 735 shares of VanEck Preferred Securities ex Financials ETF worth $12.9K as of Q3 2026.
Wolff Wiese Magana left its VanEck Preferred Securities ex Financials ETF share count unchanged in Q3 2026.
VanEck Preferred Securities ex Financials ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q3 2026, its #444 holding.
Wolff Wiese Magana first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2020 and has held it in 24 quarters since.
Wolff Wiese Magana's VanEck Preferred Securities ex Financials ETF position peaked at $28K in Q4 2020.
35 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2026.

Based on Wolff Wiese Magana's 13F filing for Q3 2026, filed 15 Oct 2026.