BFG
PFFV icon

Beacon Financial Group’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Beacon Financial Group’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
-23,985
Closed -$555K – 357
2025
Q3 		$555K Buy
23,985
+2,362
+11% +$54.6K 0.05% 220
2025
Q2 		$493K Buy
21,623
+3
+0% +$69 0.05% 227
2025
Q1 		$512K Sell
21,620
-4,028
-16% -$96.2K 0.06% 218
2024
Q4 		$605K Buy
25,648
+75
+0.3% +$1.8K 0.07% 199
2024
Q3 		$615K Buy
25,573
+72
+0.3% +$1.71K 0.07% 198
2024
Q2 		$603K Sell
25,501
-696
-3% -$16.4K 0.07% 195
2024
Q1 		$620K Sell
26,197
-1,713
-6% -$40.4K 0.07% 197
2023
Q4 		$646K Buy
27,910
+175
+0.6% +$3.98K 0.08% 183
2023
Q3 		$637K Sell
27,735
-10,361
-27% -$235K 0.09% 162
2023
Q2 		$850K Sell
38,096
-8,958
-19% -$199K 0.12% 143
2023
Q1 		$1.06M Hold
47,054
– – 0.15% 129
2022
Q4 		$1.06M Sell
47,054
-6,729
-13% -$155K 0.14% 133
2022
Q3 		$1.26M Sell
53,783
-4,490
-8% -$109K 0.2% 111
2022
Q2 		$1.4M Buy
58,273
+2,575
+5% +$63.5K 0.21% 109
2022
Q1 		$1.45M Sell
55,698
-3,781
-6% -$99.9K 0.19% 117
2021
Q4 		$1.65M Buy
59,479
+7,358
+14% +$204K 0.21% 105
2021
Q3 		$1.47M Buy
52,121
+7,911
+18% +$223K 0.2% 108
2021
Q2 		$1.25M Buy
+44,210
New +$1.23M 0.18% 116

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 $180M AUM 24.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 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 $11B AUM 18.22% 1-Year Est. Return

Beacon Financial Group's PFFV Position: Q4 2025 in Review

Beacon Financial Group sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2025, closing a stake of 23,985 shares — an estimated $555K sold.

Beacon Financial Group first reported a position in PFFV in Q2 2021 and held it in 18 quarters. The position peaked at $1.65M in Q4 2021. 69 funds tracked by Wall St. Rank hold PFFV as of Q4 2025.

  • Beacon Financial Group reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Financial Group sold 23,985 Global X Variable Rate Preferred ETF shares in Q4 2025, an estimated $555K.
  • Beacon Financial Group first reported a position in Global X Variable Rate Preferred ETF in Q2 2021 and held it in 18 quarters.
  • Beacon Financial Group's Global X Variable Rate Preferred ETF position peaked at $1.65M in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2025.

Based on Beacon Financial Group's 13F filing for Q4 2025, filed 1 Apr 2026.