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Blue Trust Inc’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Blue Trust 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
2025
Q3 		– Sell
-3,400
Closed -$77.5K – 2654
2025
Q2 		$77.5K Buy
+3,400
New +$78K ﹤0.01% 1157
2024
Q3 		– Sell
-12
Closed -$284 – 2973
2024
Q2 		$284 Hold
12
– – ﹤0.01% 2648
2024
Q1 		$284 Buy
+12
New +$283 ﹤0.01% 2046

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Blue Trust Inc's PFFV Position: Q3 2025 in Review

Blue Trust Inc sold out of Global X Variable Rate Preferred ETF (PFFV) in Q3 2025, closing a stake of 3,400 shares — an estimated $77.5K sold.

Blue Trust Inc first reported a position in PFFV in Q1 2024 and held it in 3 quarters. The position peaked at $77.5K in Q2 2025. 68 funds tracked by Wall St. Rank hold PFFV as of Q3 2025.

  • Blue Trust Inc reported no remaining Global X Variable Rate Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Trust Inc sold 3,400 Global X Variable Rate Preferred ETF shares in Q3 2025, an estimated $77.5K.
  • Blue Trust Inc first reported a position in Global X Variable Rate Preferred ETF in Q1 2024 and held it in 3 quarters.
  • Blue Trust Inc's Global X Variable Rate Preferred ETF position peaked at $77.5K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2025.

Based on Blue Trust Inc's 13F filing for Q3 2025, filed 16 Oct 2025.