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PFXFPFXF
Showing 8 of 29 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in VANECK PREFERRED SECURITIES EX FINANCIALS ETF

Steward Partners Investment Advisory, LLC holds 249,761 shares of PFXF (VANECK PREFERRED SECURITIES EX FINANCIALS ETF), worth $4.5M as of 2026-Q2. The position was increased (+2.8% shares). PFXF represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$4.5M

Current Shares

249,761

Total Value Change

+$1.1M

Total Shares Change

+63,619

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
249,761
+2.8%
$4.5M0.0%$17.64
28
2026-Q1
Decreased
242,957
-12.0%
$4.3M0.0%$17.12
0
2025-Q4
Increased
275,973
+0.1%
$4.9M0.0%$17.10
27
2025-Q3
Decreased
275,742
-0.9%
$4.9M0.0%$16.77
0
2025-Q2
Increased
278,173
+0.3%
$4.8M0.0%$15.88
27
2025-Q1
Increased
277,227
+35.3%
$4.6M0.0%$15.25
35
2024-Q4
Increased
204,870
+10.1%
$3.5M0.0%$15.60
29
2024-Q3
Increased
186,142
+11.0%
$3.4M0.0%$15.95
29

Other major holders of PFXF: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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