Cetera Advisor Networks’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$532K	Sell	22,466 -9,632	-30%	-$227K	﹤0.01%	1890
2023 Q4	$743K	Buy	+32,098	New	+$729K	﹤0.01%	1581
2023 Q3	–	Sell	-12,198	Closed	-$272K	–	2781
2023 Q2	$272K	Sell	12,198 -13,655	-53%	-$304K	﹤0.01%	2155
2023 Q1	$591K	Buy	25,853 +5,658	+28%	+$133K	﹤0.01%	1588
2022 Q4	$454K	Buy	+20,195	New	+$464K	﹤0.01%	1709

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

BFC

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IPAM

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

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

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return

Cetera Advisor Networks's PFFV Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 30% in Q1 2024, selling an estimated $227K and leaving 22,466 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Cetera Advisor Networks first reported a position in PFFV in Q4 2022 and has held it in 5 quarters since. The position peaked at $743K in Q4 2023. 63 funds tracked by Wall St. Rank hold PFFV as of Q1 2024.

Cetera Advisor Networks held 22,466 shares of Global X Variable Rate Preferred ETF worth $532K as of Q1 2024.
Cetera Advisor Networks sold 9,632 Global X Variable Rate Preferred ETF shares in Q1 2024, an estimated $227K.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1890 holding.
Cetera Advisor Networks first reported a position in Global X Variable Rate Preferred ETF in Q4 2022 and has held it in 5 quarters since.
Cetera Advisor Networks's Global X Variable Rate Preferred ETF position peaked at $743K in Q4 2023.
63 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.