AWM
PFFV icon

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

Atticus 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
2024
Q1 		– Sell
-50
Closed -$1.16K – 575
2023
Q4 		$1.16K Sell
50
-3,032
-98% -$68.9K ﹤0.01% 510
2023
Q3 		$70.8K Sell
3,082
-719
-19% -$16.3K 0.03% 210
2023
Q2 		$84.9K Sell
3,801
-1,523
-29% -$33.9K 0.03% 193
2023
Q1 		$122K Buy
+5,324
New +$125K 0.05% 157

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
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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
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
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

Atticus Wealth Management's PFFV Position: Q1 2024 in Review

Atticus Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2024, closing a stake of 50 shares — an estimated $1.16K sold.

Atticus Wealth Management first reported a position in PFFV in Q1 2023 and held it in 4 quarters. The position peaked at $122K in Q1 2023. 63 funds tracked by Wall St. Rank hold PFFV as of Q1 2024.

  • Atticus Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 50 Global X Variable Rate Preferred ETF shares in Q1 2024, an estimated $1.16K.
  • Atticus Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q1 2023 and held it in 4 quarters.
  • Atticus Wealth Management's Global X Variable Rate Preferred ETF position peaked at $122K in Q1 2023.
  • 63 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.