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
$5.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
280K+ 128.07% |
$4.35M - $4.8M
|
499K
$8.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
134KNew |
$2.08M - $2.3M
|
134K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
101KNew |
$1.57M - $1.74M
|
101K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
75.2K+ 521.56% |
$1.17M - $1.29M
|
89.6K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
56.7K+ 120.93% |
$880K - $971K
|
104K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
55.7KNew |
$864K - $954K
|
55.7K
$977K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
47.8KNew |
$743K - $820K
|
47.8K
$840K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
35.5K+ 7.73% |
$551K - $608K
|
495K
$8.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
25K+ 11.98% |
$388K - $428K
|
234K
$4.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
24.2KNew |
$376K - $415K
|
24.2K
$425K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.9K+ 10.81% |
$325K - $359K
|
215K
$3.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
19.9K+ 19.28% |
$309K - $341K
|
123K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.3KNew |
$269K - $297K
|
17.3K
$304K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.2K+ 29.31% |
$266K - $294K
|
75.7K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.3K+ 67.91% |
$252K - $278K
|
40.2K
$705K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.5KNew |
$209K - $231K
|
13.5K
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
11.4K+ 73.65% |
$176K - $195K
|
26.8K
$470K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$165K - $183K
|
10.7K
$187K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
10.7K+ 70.8% |
$165K - $183K
|
25.7K
$451K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.2K+ 10.46% |
$158K - $174K
|
107K
$1.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.67K+ 1.81% |
$135K - $149K
|
489K
$8.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.93K+ 11.37% |
$108K - $119K
|
67.9K
$1.19M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.62K+ 7.23% |
$87.2K - $96.3K
|
83.3K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4.27K+ 5.32% |
$66.3K - $73.1K
|
84.5K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.1K+ 2.89% |
$63.6K - $70.3K
|
146K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
4K+ 1.4% |
$62K - $68.5K
|
288K
$5.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.08K+ 25.19% |
$47.8K - $52.7K
|
15.3K
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.82KNew |
$43.7K - $48.2K
|
2.82K
$49.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.54K+ 8.03% |
$39.4K - $43.5K
|
34.2K
$600K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.23K+ 13.67% |
$34.6K - $38.2K
|
18.6K
$326K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.04K+ 1.52% |
$31.7K - $35K
|
136K
$2.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.69KNew |
$26.3K - $29K
|
1.69K
$29.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.51KNew |
$23.4K - $25.8K
|
1.51K
$26.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.38K+ 1.78% |
$21.4K - $23.6K
|
79K
$1.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
787+ 97.16% |
$12.2K - $13.5K
|
1.6K
$28K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
774+ 0.73% |
$12K - $13.3K
|
107K
$1.87M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
769New |
$11.9K - $13.2K
|
769
$13.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
650+ 2.6% |
$10.1K - $11.1K
|
25.6K
$450K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
505New |
$7.84K - $8.65K
|
505
$8.86K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
460New |
$7.14K - $7.88K
|
460
$8.07K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
359+ 1.81% |
$5.57K - $6.15K
|
20.2K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
315+ 1.93% |
$4.89K - $5.4K
|
16.6K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
267New |
$4.14K - $4.57K
|
267
$4.69K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
250+ 0.71% |
$3.88K - $4.28K
|
35.4K
$621K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
195+ 0.86% |
$3.03K - $3.34K
|
22.8K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
132+ 0.08% |
$2.05K - $2.26K
|
164K
$2.87M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
75+ 0.38% |
$1.16K - $1.28K
|
19.7K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
68+ 0.24% |
$1.06K - $1.16K
|
28K
$491K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
64+ 0.16% |
$993 - $1.1K
|
40.7K
$714K
|