Balanced Rock Investment Advisor Vaneck ETF Tr Preferred Securi Transaction History

Balanced Rock Investment Advisor

$137 Billion
Q3 2025

A detailed history of Balanced Rock Investment Advisor transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 27,276 shares of PFXF stock, worth $478,421. This represents 0.35% of its overall portfolio holdings.

Number of Shares

27,276

Previous 25,412 7.34%

Holding current value

$478,421

Previous $435 Million 11.41%

% of portfolio

0.35%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$17.13 - $17.98 $31,930 - $33,514	1,864 Added 7.34%	27,276 $485 Million
Q2 2025 Aug 14, 2025	BUY	$15.52 - $17.13 $33,492 - $36,966	2,158 Added 9.28%	25,412 $435 Million
Q1 2025 May 12, 2025	BUY	$16.76 - $17.69 $16,173 - $17,070	965 Added 4.33%	23,254 $390 Million
Q4 2024 Feb 13, 2025	BUY	$17.21 - $18.41 $19,808 - $21,189	1,151 Added 5.45%	22,289 $384 Million
Q3 2024 Nov 13, 2024	BUY	$17.02 - $18.39 $19,198 - $20,743	1,128 Added 5.64%	21,138 $386 Million

Q2 2024 Jul 31, 2024	BUY	$16.84 - $17.64 $47,168 - $49,409	2,801 Added 16.28%	20,010 $346 Million
Q1 2024 May 13, 2024	BUY	$17.16 - $17.98 $295,306 - $309,417	17,209 New	17,209 $304 Million

Others Institutions Holding PFXF

# of Institutions

202

Shares Held

31.9M

Call Options Held

Put Options Held

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About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

More about PFXF

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Balanced Rock Investment Advisor Vaneck ETF Tr Preferred Securi Transaction History