Acorn Wealth Advisors’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Acorn Wealth Advisors’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
2026 Q1	$313K	Sell	14,354 -45	-0.3%	-$1.01K	0.09%	190
2025 Q4	$320K	Buy	14,399 +28	+0.2%	+$636	0.1%	194
2025 Q3	$332K	Buy	14,371 +1,680	+13%	+$38.8K	0.1%	191
2025 Q2	$289K	Sell	12,691 -152	-1%	-$3.49K	0.11%	187
2025 Q1	$304K	Buy	12,843 +57	+0.4%	+$1.36K	0.13%	166
2024 Q4	$301K	Buy	12,786 +436	+4%	+$10.5K	0.12%	167
2024 Q3	$297K	Buy	12,350 +1,752	+17%	+$41.7K	0.13%	171
2024 Q2	$251K	Buy	10,598 +166	+2%	+$3.91K	0.12%	171
2024 Q1	$247K	Sell	10,432 -326	-3%	-$7.69K	0.13%	167
2023 Q4	$249K	Sell	10,758 -12	-0.1%	-$273	0.15%	156
2023 Q3	$247K	Buy	10,770 +305	+3%	+$6.93K	0.16%	145
2023 Q2	$234K	Buy	10,465 +1,423	+16%	+$31.6K	0.16%	148
2023 Q1	$207K	Buy	+9,042	New	+$213K	0.15%	158

Other funds holding PFFV

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFC

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

LGW

Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return

Acorn Wealth Advisors's PFFV Position: Q1 2026 in Review

Acorn Wealth Advisors reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 0.31% in Q1 2026, selling an estimated $1.01K and leaving 14,354 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #190.

Acorn Wealth Advisors first reported a position in PFFV in Q1 2023 and has held it in 13 quarters since. The position peaked at $332K in Q3 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Acorn Wealth Advisors held 14,354 shares of Global X Variable Rate Preferred ETF worth $313K as of Q1 2026.
Acorn Wealth Advisors sold 45 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $1.01K.
Global X Variable Rate Preferred ETF made up 0.09% of Acorn Wealth Advisors's portfolio in Q1 2026, its #190 holding.
Acorn Wealth Advisors first reported a position in Global X Variable Rate Preferred ETF in Q1 2023 and has held it in 13 quarters since.
Acorn Wealth Advisors's Global X Variable Rate Preferred ETF position peaked at $332K in Q3 2025.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.