Cassady Wealth & Retirement Planning LLC Has $1.36 Million Holdings in VanEck Preferred Securities ex Financials ETF $PFXF

Cassady Wealth & Retirement Planning LLC raised its stake in shares of VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF) by 77.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 73,605 shares of the company’s stock after acquiring an additional 32,055 shares during the quarter. Cassady Wealth & Retirement Planning LLC’s holdings in VanEck Preferred Securities ex Financials ETF were worth $1,362,000 as of its most recent filing with the SEC.

Other large investors have also bought and sold shares of the company. International Assets Investment Management LLC bought a new position in VanEck Preferred Securities ex Financials ETF in the 4th quarter valued at $38,000. High Point Wealth Management LLC acquired a new stake in shares of VanEck Preferred Securities ex Financials ETF during the 4th quarter worth approximately $50,000. JPMorgan Chase & Co. lifted its holdings in VanEck Preferred Securities ex Financials ETF by 1,338.7% in the third quarter. JPMorgan Chase & Co. now owns 2,935 shares of the company’s stock valued at $52,000 after buying an additional 2,731 shares during the period. Darwin Wealth Management LLC bought a new position in shares of VanEck Preferred Securities ex Financials ETF in the 2nd quarter worth $61,000. Finally, Rossmore Private Capital acquired a new position in VanEck Preferred Securities ex Financials ETF during the first quarter valued at approximately $70,000.

VanEck Preferred Securities ex Financials ETF Trading Down 1.2%

Shares of VanEck Preferred Securities ex Financials ETF stock opened at $17.32 on Thursday. The stock’s fifty day simple moving average is $18.09 and its 200 day simple moving average is $18.16. The company has a market capitalization of $2.37 billion, a PE ratio of 0.59 and a beta of 0.62. VanEck Preferred Securities ex Financials ETF has a 12 month low of $17.03 and a 12 month high of $19.07.

About VanEck Preferred Securities ex Financials ETF

The VanEck Preferred Securities ex Financials ETF (PFXF) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund tracks an index comprised of USD denominated preferred securities and securities that the index provider deems to be functionally equivalent. Securities issued by financial firms are excluded. PFXF was launched on Jul 16, 2012 and is managed by VanEck.