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

Apollon 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
2025
Q2 		– Sell
-8,490
Closed -$201K – 1308
2025
Q1 		$201K Buy
+8,490
New +$203K ﹤0.01% 1104

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Apollon Wealth Management's PFFV Position: Q2 2025 in Review

Apollon Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q2 2025, closing a stake of 8,490 shares — an estimated $201K sold.

Apollon Wealth Management first reported a position in PFFV in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 69 funds tracked by Wall St. Rank hold PFFV as of Q2 2025.

  • Apollon Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 8,490 Global X Variable Rate Preferred ETF shares in Q2 2025, an estimated $201K.
  • Apollon Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q1 2025 and held it in 1 quarter.
  • Apollon Wealth Management's Global X Variable Rate Preferred ETF position peaked at $201K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2025.

Based on Apollon Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.