Advisory Services Network’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-2,350	Closed	-$54.4K	–	3032
2023 Q4	$54.4K	Buy	+2,350	New	+$53.4K	﹤0.01%	1968
2023 Q2	–	Sell	-2,100	Closed	-$48K	–	3021
2023 Q1	$48K	Buy	2,100 +100	+5%	+$2.35K	﹤0.01%	2040
2022 Q4	$45K	Buy	+2,000	New	+$45.9K	﹤0.01%	2020
2021 Q3	–	Sell	-1,000	Closed	-$28K	–	2710
2021 Q2	$28K	Buy	+1,000	New	+$27.9K	﹤0.01%	2322

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

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

IPAM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PGAM

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

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

SWM

Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return

Advisory Services Network's PFFV Position: Q1 2024 in Review

Advisory Services Network sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2024, closing a stake of 2,350 shares — an estimated $54.4K sold.

Advisory Services Network first reported a position in PFFV in Q2 2021 and held it in 4 quarters. The position peaked at $54.4K in Q4 2023. 63 funds tracked by Wall St. Rank hold PFFV as of Q1 2024.

Advisory Services Network reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 2,350 Global X Variable Rate Preferred ETF shares in Q1 2024, an estimated $54.4K.
Advisory Services Network first reported a position in Global X Variable Rate Preferred ETF in Q2 2021 and held it in 4 quarters.
Advisory Services Network's Global X Variable Rate Preferred ETF position peaked at $54.4K in Q4 2023.
63 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.