Ownership history in Carmel Capital Partners, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Carmel Capital Partners, LLC reported a position in VANECK ETF TRUST (PFXF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 373,248 | +92,548 | +33.0% | 2.31% | $6.6M | $17.52 |
| 2025 Q3 | REDUCED | 280,700 | -214,213 | -43.3% | 2.10% | $5.0M | $17.18 |
| 2025 Q2 | ADDED | 494,913 | +35,518 | +7.7% | 2.97% | $8.5M | $16.27 |
| 2025 Q1 | ADDED | 459,395 | +31,156 | +7.3% | 3.03% | $7.7M | $15.63 |
| 2024 Q4 | ADDED | 428,239 | +22,852 | +5.6% | 2.98% | $7.4M | $15.98 |
| 2024 Q3 | ADDED | 405,387 | +49,022 | +13.8% | 2.86% | $7.4M | $16.34 |
| 2024 Q2 | ADDED | 356,365 | +136,112 | +61.8% | 2.60% | $6.2M | $15.21 |
| 2024 Q1 | ADDED | 220,253 | +32,789 | +17.5% | 1.61% | $3.9M | $15.30 |
| 2023 Q4 | INITIATED | 187,464 | — | — | 1.64% | $3.2M | — |
As of 2025 Q4 — sorted by position size