Sax Wealth Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History

Sax Wealth Advisors, LLC

$1.63 Billion
Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 86,107 shares of PFXF stock, worth $1.55 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

86,107

Previous 194,879 55.82%

Holding current value

$1.55 Million

Previous $3.27 Million 54.87%

% of portfolio

0.09%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$15.52 - $17.13 $1.69 Million - $1.86 Million	-108,772 Reduced 55.82%	86,107 $1.47 Million
Q1 2025 May 14, 2025	BUY	$16.76 - $17.69 $58,375 - $61,614	3,483 Added 1.82%	194,879 $3.27 Million
Q4 2024 Jan 15, 2025	BUY	$17.21 - $18.41 $31,614 - $33,819	1,837 Added 0.97%	191,396 $3.3 Million
Q3 2024 Oct 17, 2024	BUY	$17.02 - $18.39 $99,584 - $107,599	5,851 Added 3.18%	189,559 $3.46 Million
Q2 2024 Jul 12, 2024	BUY	$16.84 - $17.64 $351,299 - $367,988	20,861 Added 12.81%	183,708 $3.18 Million
Q1 2024 May 13, 2024	BUY	$17.16 - $17.98 $120,102 - $125,842	6,999 Added 4.49%	162,847 $2.88 Million
Q4 2023 Feb 14, 2024	BUY	$15.7 - $17.41 $2.45 Million - $2.71 Million	155,848 New	155,848 $2.68 Million

Others Institutions Holding PFXF

# of Institutions

197

Shares Held

29.9M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR PREFERRED SECURI

Ticker PFXF
Sector ETFs
Industry ETFs

More about PFXF

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Sax Wealth Advisors, LLC Vaneck ETF Tr Preferred Securi Transaction History