Centurion Wealth Management
PFFV icon

Centurion Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Centurion Wealth Management’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
Q3 		– Sell
-11,596
Closed -$255K – 298
2026
Q2 		$255K Sell
11,596
-981
-8% -$21.8K 0.06% 244
2026
Q1 		$275K Sell
12,577
-1,683
-12% -$37.7K 0.06% 248
2025
Q4 		$317K Buy
14,260
+522
+4% +$11.9K 0.07% 227
2025
Q3 		$318K Buy
+13,738
New +$318K 0.07% 216

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Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
APS Management Group
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Princeton Global Asset Management
Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return

Centurion Wealth Management's PFFV Position: Q3 2026 in Review

Centurion Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q3 2026, closing a stake of 11,596 shares — an estimated $255K sold.

Centurion Wealth Management first reported a position in PFFV in Q3 2025 and held it in 4 quarters. The position peaked at $318K in Q3 2025. 13 funds tracked by Wall St. Rank hold PFFV as of Q3 2026.

  • Centurion Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q3 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 11,596 Global X Variable Rate Preferred ETF shares in Q3 2026, an estimated $255K.
  • Centurion Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q3 2025 and held it in 4 quarters.
  • Centurion Wealth Management's Global X Variable Rate Preferred ETF position peaked at $318K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.