Capital Investment Advisory Services’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Capital Investment Advisory Services’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 Q2	–	Sell	-9	Closed	-$213	–	1083
2025 Q1	$213	Hold	9	–	–	﹤0.01%	991
2024 Q4	$212	Sell	9 -8,760	-100%	-$211K	﹤0.01%	931
2024 Q3	$211K	Buy	8,769 +1,381	+19%	+$32.9K	0.02%	488
2024 Q2	$175K	Buy	7,388 +2,103	+40%	+$49.5K	0.02%	509
2024 Q1	$125K	Buy	+5,285	New	+$125K	0.01%	534

Other funds holding PFFV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IAA

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

BFC

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

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

AXS Investments Port Chester, New York $248M AUM 15.95% 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

Capital Investment Advisory Services's PFFV Position: Q2 2025 in Review

Capital Investment Advisory Services sold out of Global X Variable Rate Preferred ETF (PFFV) in Q2 2025, closing a stake of 9 shares — an estimated $213 sold.

Capital Investment Advisory Services first reported a position in PFFV in Q1 2024 and held it in 5 quarters. The position peaked at $211K in Q3 2024. 69 funds tracked by Wall St. Rank hold PFFV as of Q2 2025.

Capital Investment Advisory Services reported no remaining Global X Variable Rate Preferred ETF position as of Q2 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 9 Global X Variable Rate Preferred ETF shares in Q2 2025, an estimated $213.
Capital Investment Advisory Services first reported a position in Global X Variable Rate Preferred ETF in Q1 2024 and held it in 5 quarters.
Capital Investment Advisory Services's Global X Variable Rate Preferred ETF position peaked at $211K in Q3 2024.
69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2025.

Based on Capital Investment Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.