CWM
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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
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

Other funds holding PFFV

IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Centurion Wealth Management's PFFV Position: Q2 2026 in Review

Centurion Wealth Management reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 7.8% in Q2 2026, selling an estimated $21.8K and leaving 11,596 shares worth $255K. The position accounts for 0.06% of the portfolio, ranked #244.

Centurion Wealth Management first reported a position in PFFV in Q3 2025 and has held it in 4 quarters since. The position peaked at $318K in Q3 2025. 6 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

  • Centurion Wealth Management held 11,596 shares of Global X Variable Rate Preferred ETF worth $255K as of Q2 2026.
  • Centurion Wealth Management sold 981 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $21.8K.
  • Global X Variable Rate Preferred ETF made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Centurion Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q3 2025 and has held it in 4 quarters since.
  • Centurion Wealth Management's Global X Variable Rate Preferred ETF position peaked at $318K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.