Carson Wealth (CWM LLC)’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Carson Wealth (CWM LLC)’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	$107K	Hold	4,904	–	–	﹤0.01%	3204
2025 Q4	$109K	Hold	4,904	–	–	﹤0.01%	2997
2025 Q3	$113K	Hold	4,904	–	–	﹤0.01%	2891
2025 Q2	$112K	Hold	4,904	–	–	﹤0.01%	2611
2025 Q1	$116K	Hold	4,904	–	–	﹤0.01%	2306
2024 Q4	$116K	Hold	4,904	–	–	﹤0.01%	2194
2024 Q3	$118K	Hold	4,904	–	–	﹤0.01%	2101
2024 Q2	$116K	Sell	4,904 -2,574	-34%	-$60.6K	﹤0.01%	1876
2024 Q1	$177K	Hold	7,478	–	–	﹤0.01%	1571
2023 Q4	$173K	Buy	+7,478	New	+$170K	﹤0.01%	1479

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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFC

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

LGW

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

Carson Wealth (CWM LLC)'s PFFV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Global X Variable Rate Preferred ETF (PFFV) position steady in Q1 2026 at 4,904 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #3204.

Carson Wealth (CWM LLC) first reported a position in PFFV in Q4 2023 and has held it in 10 quarters since. The position peaked at $177K in Q1 2024. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Carson Wealth (CWM LLC) held 4,904 shares of Global X Variable Rate Preferred ETF worth $107K as of Q1 2026.
Carson Wealth (CWM LLC) left its Global X Variable Rate Preferred ETF share count unchanged in Q1 2026.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3204 holding.
Carson Wealth (CWM LLC) first reported a position in Global X Variable Rate Preferred ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Global X Variable Rate Preferred ETF position peaked at $177K in Q1 2024.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.