Bedel Financial Consulting’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Bedel Financial Consulting’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	$3.74M	Buy	169,993 +3,466	+2%	+$77K	0.35%	39
2026 Q1	$3.64M	Sell	166,527 -21,537	-11%	-$482K	0.41%	35
2025 Q4	$4.18M	Sell	188,064 -28,867	-13%	-$656K	0.45%	31
2025 Q3	$5.02M	Sell	216,931 -9,163	-4%	-$212K	0.64%	23
2025 Q2	$5.15M	Sell	226,094 -565	-0.2%	-$13K	0.7%	18
2025 Q1	$5.24M	Buy	226,659 +407	+0.2%	+$9.71K	0.75%	18
2024 Q4	$5.41M	Sell	226,252 -5,206	-2%	-$125K	0.75%	17
2024 Q3	$5.57M	Sell	231,458 -10,218	-4%	-$243K	0.79%	16
2024 Q2	$5.72M	Sell	241,676 -4,378	-2%	-$103K	0.84%	15
2024 Q1	$5.83M	Sell	246,054 -8,759	-3%	-$207K	0.91%	15
2023 Q4	$5.9M	Buy	254,813 +3,312	+1%	+$75.3K	1.08%	13
2023 Q3	$5.77M	Sell	251,501 -7,609	-3%	-$173K	1.17%	13
2023 Q2	$5.79M	Sell	259,110 -65,283	-20%	-$1.45M	1.21%	13
2023 Q1	$7.42M	Buy	324,393 +12,357	+4%	+$291K	1.81%	9
2022 Q4	$7.02M	Buy	312,036 +54,587	+21%	+$1.25M	1.75%	10
2022 Q3	$5.77M	Buy	+257,449	New	+$6.25M	1.53%	9

Other funds holding PFFV

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

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bedel Financial Consulting's PFFV Position: Q2 2026 in Review

Bedel Financial Consulting increased its Global X Variable Rate Preferred ETF (PFFV) stake by 2.1% in Q2 2026, buying an estimated $77K and bringing the position to 169,993 shares worth $3.74M. The position accounts for 0.35% of the portfolio, ranked #39.

Bedel Financial Consulting first reported a position in PFFV in Q3 2022 and has held it in 16 quarters since. The position peaked at $7.42M in Q1 2023. 26 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Bedel Financial Consulting held 169,993 shares of Global X Variable Rate Preferred ETF worth $3.74M as of Q2 2026.
Bedel Financial Consulting bought 3,466 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $77K.
Global X Variable Rate Preferred ETF made up 0.35% of Bedel Financial Consulting's portfolio in Q2 2026, its #39 holding.
Bedel Financial Consulting first reported a position in Global X Variable Rate Preferred ETF in Q3 2022 and has held it in 16 quarters since.
Bedel Financial Consulting's Global X Variable Rate Preferred ETF position peaked at $7.42M in Q1 2023.
26 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.