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B. Riley Wealth Advisors’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

B. Riley Wealth 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
2022
Q4 		– Sell
-10,877
Closed -$256K – 1567
2022
Q3 		$256K Buy
10,877
+88
+0.8% +$2.14K 0.01% 1100
2022
Q2 		$261K Buy
+10,789
New +$266K 0.01% 940

Other funds holding PFFV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

B. Riley Wealth Advisors's PFFV Position: Q4 2022 in Review

B. Riley Wealth Advisors sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2022, closing a stake of 10,877 shares — an estimated $256K sold.

B. Riley Wealth Advisors first reported a position in PFFV in Q2 2022 and held it in 2 quarters. The position peaked at $261K in Q2 2022. 59 funds tracked by Wall St. Rank hold PFFV as of Q4 2022.

  • B. Riley Wealth Advisors reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,877 Global X Variable Rate Preferred ETF shares in Q4 2022, an estimated $256K.
  • B. Riley Wealth Advisors first reported a position in Global X Variable Rate Preferred ETF in Q2 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Global X Variable Rate Preferred ETF position peaked at $261K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.