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 Q2	$316K	Hold	14,354	–	–	0.08%	214
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 $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

Acorn Wealth Advisors's PFFV Position: Q2 2026 in Review

Acorn Wealth Advisors held its Global X Variable Rate Preferred ETF (PFFV) position steady in Q2 2026 at 14,354 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #214.

Acorn Wealth Advisors first reported a position in PFFV in Q1 2023 and has held it in 14 quarters since. The position peaked at $332K in Q3 2025. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Acorn Wealth Advisors held 14,354 shares of Global X Variable Rate Preferred ETF worth $316K as of Q2 2026.
Acorn Wealth Advisors left its Global X Variable Rate Preferred ETF share count unchanged in Q2 2026.
Global X Variable Rate Preferred ETF made up 0.08% of Acorn Wealth Advisors's portfolio in Q2 2026, its #214 holding.
Acorn Wealth Advisors first reported a position in Global X Variable Rate Preferred ETF in Q1 2023 and has held it in 14 quarters since.
Acorn Wealth Advisors's Global X Variable Rate Preferred ETF position peaked at $332K in Q3 2025.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.