Purchases and Sales Made in Q1 2025 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q1 2025. The information is specifically focused on institutions that hold shares of VANECK ETF TR PREFERRED SECURI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-174- 0.48% |
$2.92K - $3.08K
|
36.3K
$613K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-183- 1.18% |
$3.07K - $3.24K
|
15.3K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-189- 0.13% |
$3.17K - $3.34K
|
142K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-190Closed |
$3.18K - $3.36K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 0.29% |
$5.03K - $5.31K
|
103K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-300- 1.8% |
$5.03K - $5.31K
|
16.3K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-360- 4.83% |
$6.03K - $6.37K
|
7.1K
$120K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-440- 24.0% |
$7.37K - $7.78K
|
1.39K
$23.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-600- 5.92% |
$10.1K - $10.6K
|
9.54K
$161K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-611- 43.0% |
$10.2K - $10.8K
|
810
$13.7K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-621- 3.93% |
$10.4K - $11K
|
15.2K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-659- 0.8% |
$11K - $11.7K
|
81.6K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-666- 4.6% |
$11.2K - $11.8K
|
13.8K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-666- 3.99% |
$11.2K - $11.8K
|
16K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-806- 5.8% |
$13.5K - $14.3K
|
13.1K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1K- 2.29% |
$16.8K - $17.7K
|
42.7K
$721K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.07K- 3.85% |
$17.9K - $18.9K
|
26.6K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.08K- 35.0% |
$18.1K - $19.1K
|
2K
$33.8K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.1K- 5.84% |
$18.4K - $19.4K
|
17.7K
$299K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.1K- 21.57% |
$18.4K - $19.5K
|
4K
$67.6K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 10.41% |
$23.8K - $25.2K
|
12.2K
$207K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.43K- 5.94% |
$24K - $25.3K
|
22.6K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.5K- 5.9% |
$25.1K - $26.5K
|
23.9K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.79K- 0.45% |
$29.9K - $31.6K
|
398K
$6.72M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.84K- 11.29% |
$30.8K - $32.5K
|
14.4K
$244K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.88K- 3.45% |
$31.5K - $33.3K
|
52.6K
$889K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.88K- 7.42% |
$31.6K - $33.3K
|
23.5K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.5K- 9.92% |
$41.9K - $44.2K
|
22.7K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-2.95K- 7.3% |
$49.4K - $52.2K
|
37.5K
$633K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.55K- 5.65% |
$59.5K - $62.8K
|
59.3K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.08K- 4.65% |
$68.4K - $72.2K
|
83.7K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.1K- 10.44% |
$68.6K - $72.4K
|
35.1K
$594K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.53K- 2.93% |
$76K - $80.2K
|
150K
$2.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.38K- 18.56% |
$90.1K - $95.1K
|
23.6K
$399K
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-5.98K- 34.81% |
$100K - $106K
|
11.2K
$189K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.73K- 10.86% |
$129K - $137K
|
63.4K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-10K- 32.12% |
$168K - $178K
|
21.2K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-11.8K- 6.04% |
$197K - $208K
|
183K
$3.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-12.9K- 34.11% |
$217K - $229K
|
25K
$422K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-14K- 22.93% |
$234K - $247K
|
46.9K
$793K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.8K- 99.66% |
$331K - $349K
|
67
$1.13K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.1K- 19.34% |
$336K - $355K
|
83.7K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-24.7K- 65.76% |
$414K - $437K
|
12.8K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-27.2K- 1.57% |
$456K - $482K
|
1.7M
$28.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-30.2K- 35.52% |
$506K - $534K
|
54.8K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-65.5K- 80.36% |
$1.1M - $1.16M
|
16K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-68.2K- 3.09% |
$1.14M - $1.21M
|
2.14M
$36.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-69.8K- 21.04% |
$1.17M - $1.23M
|
262K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89.4K- 3.25% |
$1.5M - $1.58M
|
2.67M
$45M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-93.9K- 9.69% |
$1.57M - $1.66M
|
875K
$14.8M
|