Cambridge Investment Research Advisors

Cambridge Investment Research Advisors’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Cambridge Investment Research Advisors’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	$5.12M	Buy	234,527 +15,549	+7%	+$348K	0.01%	954
2025 Q4	$4.87M	Sell	218,978 -19,052	-8%	-$433K	0.01%	948
2025 Q3	$5.5M	Sell	238,030 -1,501	-0.6%	-$34.7K	0.02%	856
2025 Q2	$5.46M	Sell	239,531 -55,808	-19%	-$1.28M	0.02%	802
2025 Q1	$6.99M	Buy	295,339 +36,525	+14%	+$872K	0.02%	643
2024 Q4	$6.1M	Buy	258,814 +156,595	+153%	+$3.76M	0.02%	692
2024 Q3	$2.46M	Buy	102,219 +54,176	+113%	+$1.29M	0.01%	1198
2024 Q2	$1.14M	Buy	+48,043	New	+$1.13M	﹤0.01%	1673

Other funds holding PFFV

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

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

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bedel Financial Consulting Indianapolis, Indiana $870M AUM 19.91% 1-Year Est. Return

Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return