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 Q2	$2.86M	Sell	130,010 -5,953	-4%	-$132K	0.03%	471
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGW

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

Benjamin Edwards Inc's PFFV Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 4.4% in Q2 2026, selling an estimated $132K and leaving 130,010 shares worth $2.86M. The position accounts for 0.03% of the portfolio, ranked #471.

Benjamin Edwards Inc first reported a position in PFFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.09M in Q4 2025. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Benjamin Edwards Inc held 130,010 shares of Global X Variable Rate Preferred ETF worth $2.86M as of Q2 2026.
Benjamin Edwards Inc sold 5,953 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $132K.
Global X Variable Rate Preferred ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #471 holding.
Benjamin Edwards Inc first reported a position in Global X Variable Rate Preferred ETF in Q4 2025 and has held it in 3 quarters since.
Benjamin Edwards Inc's Global X Variable Rate Preferred ETF position peaked at $3.09M in Q4 2025.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.