Benjamin F. Edwards & Company’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Benjamin F. Edwards & Company’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
2023 Q4	–	Sell	-2,000	Closed	-$46K	–	2155
2023 Q3	$46K	Hold	2,000	–	–	﹤0.01%	1096
2023 Q2	$45K	Hold	2,000	–	–	﹤0.01%	1115
2023 Q1	$46K	Hold	2,000	–	–	﹤0.01%	1119
2022 Q4	$45K	Hold	2,000	–	–	﹤0.01%	1105
2022 Q3	$47K	Hold	2,000	–	–	﹤0.01%	1070
2022 Q2	$48K	Hold	2,000	–	–	﹤0.01%	1049
2022 Q1	$52K	Hold	2,000	–	–	﹤0.01%	1022
2021 Q4	$55K	Buy	+2,000	New	+$55.4K	﹤0.01%	1025

Other funds holding PFFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

PGAM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Benjamin F. Edwards & Company's PFFV Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2023, closing a stake of 2,000 shares — an estimated $46K sold.

Benjamin F. Edwards & Company first reported a position in PFFV in Q4 2021 and held it in 8 quarters. The position peaked at $55K in Q4 2021. 60 funds tracked by Wall St. Rank hold PFFV as of Q4 2023.

Benjamin F. Edwards & Company reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 2,000 Global X Variable Rate Preferred ETF shares in Q4 2023, an estimated $46K.
Benjamin F. Edwards & Company first reported a position in Global X Variable Rate Preferred ETF in Q4 2021 and held it in 8 quarters.
Benjamin F. Edwards & Company's Global X Variable Rate Preferred ETF position peaked at $55K in Q4 2021.
60 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.