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PFFV icon

AlphaCore Capital’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

AlphaCore Capital’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 		– Sell
-450
Closed -$10.1K – 1429
2025
Q4 		$10.1K Hold
450
– – ﹤0.01% 1316
2025
Q3 		$10.4K Buy
450
+150
+50% +$3.47K ﹤0.01% 986
2025
Q2 		$6.84K Buy
+300
New +$6.88K ﹤0.01% 982

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
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
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
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

AlphaCore Capital's PFFV Position: Q1 2026 in Review

AlphaCore Capital sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2026, closing a stake of 450 shares — an estimated $10.1K sold.

AlphaCore Capital first reported a position in PFFV in Q2 2025 and held it in 3 quarters. The position peaked at $10.4K in Q3 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • AlphaCore Capital reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • AlphaCore Capital sold 450 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $10.1K.
  • AlphaCore Capital first reported a position in Global X Variable Rate Preferred ETF in Q2 2025 and held it in 3 quarters.
  • AlphaCore Capital's Global X Variable Rate Preferred ETF position peaked at $10.4K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.