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 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-575- 1.24% |
$8.92K - $9.85K
|
46K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-720- 4.75% |
$11.2K - $12.3K
|
14.5K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.45K- 6.15% |
$22.5K - $24.8K
|
22.1K
$393K
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.5K- 3.51% |
$23.3K - $25.7K
|
41.2K
$732K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.51K- 6.42% |
$23.4K - $25.9K
|
22K
$391K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.53K- 1.49% |
$23.7K - $26.2K
|
101K
$1.8M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.64K- 13.21% |
$25.5K - $28.1K
|
10.8K
$192K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.72K- 5.78% |
$26.6K - $29.4K
|
27.9K
$496K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.77K- 3.11% |
$27.4K - $30.3K
|
55K
$977K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.92K- 1.17% |
$29.8K - $32.9K
|
162K
$2.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2K- 1.17% |
$31.1K - $34.3K
|
169K
$2.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.45K- 3.0% |
$38K - $42K
|
79.2K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3K- 10.5% |
$46.6K - $51.4K
|
25.6K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.42K- 16.12% |
$53.1K - $58.6K
|
17.8K
$316K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.88K- 8.9% |
$75.7K - $83.6K
|
49.9K
$887K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.91K- 8.44% |
$76.2K - $84.1K
|
53.2K
$946K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-5K- 8.43% |
$77.6K - $85.6K
|
54.3K
$965K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5.06K- 5.38% |
$78.5K - $86.6K
|
88.9K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.03K- 22.63% |
$93.6K - $103K
|
20.6K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-6.86K- 31.21% |
$106K - $117K
|
15.1K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.73K- 1.96% |
$120K - $132K
|
386K
$6.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-8.15K- 2.62% |
$127K - $140K
|
303K
$5.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.96K- 29.34% |
$139K - $153K
|
21.6K
$383K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.1K- 12.08% |
$281K - $310K
|
132K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-18.6K- 28.74% |
$289K - $318K
|
46.1K
$819K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-25.8K- 69.36% |
$401K - $443K
|
11.4K
$203K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28.2K- 50.49% |
$437K - $483K
|
27.6K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-38K- 20.75% |
$589K - $650K
|
145K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-38.8K- 16.22% |
$602K - $664K
|
200K
$3.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-54.3K- 28.48% |
$843K - $930K
|
136K
$2.42M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-59.2K- 4.93% |
$919K - $1.01M
|
1.14M
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-61K- 64.78% |
$947K - $1.04M
|
33.2K
$589K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-61.2K- 2.49% |
$950K - $1.05M
|
2.39M
$42.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66K- 24.59% |
$1.02M - $1.13M
|
202K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-73K- 18.36% |
$1.13M - $1.25M
|
325K
$5.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-79K- 13.64% |
$1.23M - $1.35M
|
500K
$8.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-83.8K- 31.99% |
$1.3M - $1.44M
|
178K
$3.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-85.7K- 75.86% |
$1.33M - $1.47M
|
27.3K
$485K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-88.4K- 3.32% |
$1.37M - $1.51M
|
2.58M
$45.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-109K- 55.82% |
$1.69M - $1.86M
|
86.1K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-138K- 8.13% |
$2.15M - $2.37M
|
1.56M
$27.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-149K- 40.03% |
$2.31M - $2.55M
|
223K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-389K- 11.38% |
$6.04M - $6.66M
|
3.03M
$53.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-438K- 50.05% |
$6.8M - $7.5M
|
437K
$7.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-476K- 21.85% |
$7.39M - $8.16M
|
1.7M
$30.3M
|