Purchases and Sales Made in Q3 2025 in Vaneck ETF Tr Preferred Securi (PFXF)
This table provides information about the institutional ownership of Vaneck ETF Tr Preferred Securi (PFXF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
144K+ 12.64% |
$2.47M - $2.59M
|
1.29M
$22.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
139KNew |
$2.39M - $2.5M
|
139K
$2.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
62.6K+ 20.1% |
$1.07M - $1.12M
|
374K
$6.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
50.4K+ 147.44% |
$863K - $906K
|
84.6K
$1.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
28.5K+ 23.1% |
$487K - $512K
|
152K
$2.69M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
17.9K+ 7.65% |
$306K - $321K
|
251K
$4.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
16.8KNew |
$288K - $303K
|
16.8K
$299K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
11.8KNew |
$201K - $211K
|
11.8K
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
11.6K+ 7.98% |
$199K - $209K
|
157K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.5K+ 44.72% |
$94.2K - $98.9K
|
17.8K
$316K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.86K+ 3.56% |
$83.2K - $87.3K
|
141K
$2.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 9.57% |
$65.9K - $69.1K
|
44K
$782K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.32K+ 3.12% |
$39.7K - $41.6K
|
76.5K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 43.78% |
$30.5K - $32K
|
5.84K
$104K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.52K+ 42.32% |
$26K - $27.3K
|
5.11K
$90.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.45K+ 96.28% |
$24.8K - $26.1K
|
2.95K
$52.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.43K+ 5.12% |
$24.6K - $25.8K
|
29.4K
$523K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
968+ 8.97% |
$16.6K - $17.4K
|
11.8K
$209K
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
497+ 0.37% |
$8.51K - $8.94K
|
137K
$2.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
325+ 0.07% |
$5.57K - $5.84K
|
489K
$8.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
304+ 1.71% |
$5.21K - $5.47K
|
18.1K
$322K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
290New |
$4.97K - $5.21K
|
290
$5.15K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
285+ 1.72% |
$4.88K - $5.12K
|
16.9K
$300K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
270+ 1.01% |
$4.63K - $4.85K
|
27.1K
$482K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
112+ 0.24% |
$1.92K - $2.01K
|
46.1K
$819K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
11+ 1.71% |
$188 - $198
|
656
$11.7K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
6+ 0.04% |
$103 - $108
|
13.8K
$246K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 1.12% |
$51.4 - $53.9
|
270
$4.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
SELL
|
- |
-175- 0.89% |
$3K - $3.15K
|
19.5K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-351- 1.54% |
$6.01K - $6.31K
|
22.5K
$399K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-428- 1.21% |
$7.33K - $7.7K
|
35K
$621K
|
|
|
Oct 14, 2025
Q3 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-500- 1.34% |
$8.57K - $8.99K
|
37K
$657K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-863- 4.98% |
$14.8K - $15.5K
|
16.5K
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-902- 5.98% |
$15.5K - $16.2K
|
14.2K
$252K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.02K- 36.06% |
$17.4K - $18.2K
|
1.8K
$32K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.17K- 2.13% |
$20.1K - $21.1K
|
53.8K
$956K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.35K- 1.71% |
$23.1K - $24.3K
|
77.8K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2K- 17.52% |
$34.3K - $36K
|
9.42K
$167K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.05K- 2.86% |
$35.2K - $36.9K
|
69.6K
$1.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.86K- 7.1% |
$66K - $69.3K
|
50.5K
$897K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-5.7K- 5.62% |
$97.7K - $103K
|
95.7K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6K- 6.96% |
$103K - $108K
|
80.1K
$1.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.56K- 24.04% |
$112K - $118K
|
20.7K
$368K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-22K- 7.26% |
$377K - $396K
|
281K
$4.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-33K- 66.07% |
$565K - $593K
|
16.9K
$301K
|