Purchases and Sales Made in Q2 2025 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
311KNew |
$4.83M - $5.33M
|
311K
$5.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
280K+ 128.07% |
$4.35M - $4.8M
|
499K
$8.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
134KNew |
$2.08M - $2.3M
|
134K
$2.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
131KNew |
$2.03M - $2.24M
|
131K
$2.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
101KNew |
$1.57M - $1.74M
|
101K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75.2K+ 521.56% |
$1.17M - $1.29M
|
89.6K
$1.59M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74.2K+ 36.69% |
$1.15M - $1.27M
|
277K
$4.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
56.7K+ 120.93% |
$880K - $971K
|
104K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.7K+ 4.92% |
$865K - $955K
|
1.19M
$21.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
55.7KNew |
$864K - $954K
|
55.7K
$989K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
50K+ 322.58% |
$776K - $857K
|
65.5K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
47.8KNew |
$743K - $820K
|
47.8K
$850K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40.2KNew |
$624K - $689K
|
40.2K
$714K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
35.5K+ 7.73% |
$551K - $608K
|
495K
$8.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34K+ 43.13% |
$527K - $582K
|
113K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.5K+ 15.85% |
$396K - $437K
|
186K
$3.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
25K+ 11.98% |
$388K - $428K
|
234K
$4.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
24.2KNew |
$376K - $415K
|
24.2K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.3K+ 157.7% |
$361K - $399K
|
38K
$676K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.9K+ 10.81% |
$325K - $359K
|
215K
$3.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
19.9K+ 19.28% |
$309K - $341K
|
123K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.3KNew |
$269K - $297K
|
17.3K
$308K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 29.31% |
$266K - $294K
|
75.7K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16.5K+ 56.51% |
$256K - $283K
|
45.8K
$813K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.3K+ 18.42% |
$253K - $280K
|
105K
$1.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 67.91% |
$252K - $278K
|
40.2K
$714K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.5KNew |
$209K - $231K
|
13.5K
$239K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
11.4K+ 73.65% |
$176K - $195K
|
26.8K
$476K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$165K - $183K
|
10.7K
$189K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10.7K+ 70.8% |
$165K - $183K
|
25.7K
$457K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2K+ 10.46% |
$158K - $174K
|
107K
$1.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.67K+ 1.81% |
$135K - $149K
|
489K
$8.69M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.29K+ 13.07% |
$129K - $142K
|
71.7K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.93K+ 11.37% |
$108K - $119K
|
67.9K
$1.21M
|
|
|
Sep 24, 2025
Q2 2025
|
Fortitude Financial, LLC
Spokane, WA |
BUY
|
- |
6.81KNew |
$106K - $117K
|
6.81K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.5K+ 23.18% |
$101K - $111K
|
34.6K
$614K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.29K+ 3.6% |
$97.7K - $108K
|
181K
$3.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.8KNew |
$90K - $99.3K
|
5.8K
$103K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.62K+ 7.23% |
$87.2K - $96.3K
|
83.3K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.42K+ 6.51% |
$84.1K - $92.9K
|
88.7K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.27K+ 5.32% |
$66.3K - $73.1K
|
84.5K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.1K+ 2.89% |
$63.6K - $70.3K
|
146K
$2.59M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4K+ 1.4% |
$62K - $68.5K
|
288K
$5.13M
|
|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.45K+ 1.31% |
$53.5K - $59.1K
|
267K
$4.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.36K+ 7.81% |
$52.2K - $57.6K
|
46.4K
$825K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.08K+ 25.19% |
$47.8K - $52.7K
|
15.3K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.82KNew |
$43.7K - $48.2K
|
2.82K
$50K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.54K+ 8.03% |
$39.4K - $43.5K
|
34.2K
$607K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.32K+ 5.04% |
$35.9K - $39.7K
|
48.2K
$857K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.23K+ 13.67% |
$34.6K - $38.2K
|
18.6K
$330K
|