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AXS Investments’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

AXS Investments’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
Q4 		– Sell
-179,841
Closed -$4.16M – 204
2025
Q3 		$4.16M Sell
179,841
-32,896
-15% -$760K 1.31% 16
2025
Q2 		$4.85M Sell
212,737
-60,713
-22% -$1.39M 1.99% 12
2025
Q1 		$6.47M Buy
+273,450
New +$6.53M 1.79% 6

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

AXS Investments's PFFV Position: Q4 2025 in Review

AXS Investments sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2025, closing a stake of 179,841 shares — an estimated $4.16M sold.

AXS Investments first reported a position in PFFV in Q1 2025 and held it in 3 quarters. The position peaked at $6.47M in Q1 2025. 69 funds tracked by Wall St. Rank hold PFFV as of Q4 2025.

  • AXS Investments reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • AXS Investments sold 179,841 Global X Variable Rate Preferred ETF shares in Q4 2025, an estimated $4.16M.
  • AXS Investments first reported a position in Global X Variable Rate Preferred ETF in Q1 2025 and held it in 3 quarters.
  • AXS Investments's Global X Variable Rate Preferred ETF position peaked at $6.47M in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2025.

Based on AXS Investments's 13F filing for Q4 2025, filed 10 Feb 2026.