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

Aptus Capital 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	$10.7K	Hold	484	–	–	﹤0.01%	1591
2026 Q1	$10.6K	Hold	484	–	–	﹤0.01%	1480
2025 Q4	$10.8K	Hold	484	–	–	﹤0.01%	1489
2025 Q3	$11.2K	Hold	484	–	–	﹤0.01%	1420
2025 Q2	$11K	Hold	484	–	–	﹤0.01%	1354
2025 Q1	$11.5K	Hold	484	–	–	﹤0.01%	1266
2024 Q4	$11.5K	Hold	484	–	–	﹤0.01%	1268
2024 Q3	$11.6K	Hold	484	–	–	﹤0.01%	1081
2024 Q2	$11.4K	Hold	484	–	–	﹤0.01%	1017
2024 Q1	$11.5K	Hold	484	–	–	﹤0.01%	1019
2023 Q4	$11.2K	Hold	484	–	–	﹤0.01%	785
2023 Q3	$11.1K	Hold	484	–	–	﹤0.01%	796
2023 Q2	$10.8K	Sell	484 -275	-36%	-$6.11K	﹤0.01%	697
2023 Q1	$17.4K	Hold	759	–	–	﹤0.01%	647
2022 Q4	$17.1K	Hold	759	–	–	﹤0.01%	663
2022 Q3	$18K	Hold	759	–	–	﹤0.01%	621
2022 Q2	$18K	Buy	759 +414	+120%	+$10.2K	﹤0.01%	540
2022 Q1	$9K	Buy	+345	New	+$9.11K	﹤0.01%	613

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

Aptus Capital Advisors's PFFV Position: Q2 2026 in Review

Aptus Capital Advisors held its Global X Variable Rate Preferred ETF (PFFV) position steady in Q2 2026 at 484 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Aptus Capital Advisors first reported a position in PFFV in Q1 2022 and has held it in 18 quarters since. The position peaked at $18K in Q3 2022. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Aptus Capital Advisors held 484 shares of Global X Variable Rate Preferred ETF worth $10.7K as of Q2 2026.
Aptus Capital Advisors left its Global X Variable Rate Preferred ETF share count unchanged in Q2 2026.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1591 holding.
Aptus Capital Advisors first reported a position in Global X Variable Rate Preferred ETF in Q1 2022 and has held it in 18 quarters since.
Aptus Capital Advisors's Global X Variable Rate Preferred ETF position peaked at $18K in Q3 2022.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.