BEI
PFFV icon

Benjamin Edwards Inc’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Benjamin Edwards Inc’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
Q1 		$2.97M Sell
135,963
-3,191
-2% -$71.5K 0.03% 439
2025
Q4 		$3.09M Buy
+139,154
New +$3.16M 0.03% 405

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
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Benjamin Edwards Inc's PFFV Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 2.3% in Q1 2026, selling an estimated $71.5K and leaving 135,963 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #439.

Benjamin Edwards Inc first reported a position in PFFV in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.09M in Q4 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • Benjamin Edwards Inc held 135,963 shares of Global X Variable Rate Preferred ETF worth $2.97M as of Q1 2026.
  • Benjamin Edwards Inc sold 3,191 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $71.5K.
  • Global X Variable Rate Preferred ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q1 2026, its #439 holding.
  • Benjamin Edwards Inc first reported a position in Global X Variable Rate Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • Benjamin Edwards Inc's Global X Variable Rate Preferred ETF position peaked at $3.09M in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.