Accurate Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Accurate Wealth Management’s Portfolio PFFV Stock Details PFFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,066	Closed	-$71.9K	–	1074
2022 Q4	$71.9K	Sell	3,066 -7,783	-72%	-$179K	0.03%	375
2022 Q3	$282K	Buy	+10,849	New	+$263K	0.12%	142
2022 Q2	–	Sell	-8,856	Closed	-$231K	–	189
2022 Q1	$231K	Buy	+8,856	New	+$234K	0.1%	153

Other funds holding PFFV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

PWM

Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

Accurate Wealth Management's PFFV Position: Q1 2023 in Review

Accurate Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2023, closing a stake of 3,066 shares — an estimated $71.9K sold.

Accurate Wealth Management first reported a position in PFFV in Q1 2022 and held it in 3 quarters. The position peaked at $282K in Q3 2022. 59 funds tracked by Wall St. Rank hold PFFV as of Q1 2023.

Accurate Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 3,066 Global X Variable Rate Preferred ETF shares in Q1 2023, an estimated $71.9K.
Accurate Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q1 2022 and held it in 3 quarters.
Accurate Wealth Management's Global X Variable Rate Preferred ETF position peaked at $282K in Q3 2022.
59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.