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

Cetera Advisors’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	$994K	Buy	41,989 +32,993	+367%	+$778K	0.01%	1163
2023 Q4	$208K	Buy	+8,996	New	+$204K	﹤0.01%	1618
2023 Q3	–	Sell	-15,518	Closed	-$347K	–	1772
2023 Q2	$347K	Sell	15,518 -1,185	-7%	-$26.3K	0.01%	1233
2023 Q1	$382K	Buy	16,703 +1,364	+9%	+$32.1K	0.01%	1158
2022 Q4	$345K	Buy	+15,339	New	+$352K	0.01%	1158

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 Advisors's PFFV Position: Q1 2024 in Review

Cetera Advisors increased its Global X Variable Rate Preferred ETF (PFFV) stake by 367% in Q1 2024, buying an estimated $778K and bringing the position to 41,989 shares worth $994K. The position accounts for 0.01% of the portfolio, ranked #1163.

Cetera Advisors first reported a position in PFFV in Q4 2022 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold PFFV as of Q1 2024.

Cetera Advisors held 41,989 shares of Global X Variable Rate Preferred ETF worth $994K as of Q1 2024.
Cetera Advisors bought 32,993 Global X Variable Rate Preferred ETF shares in Q1 2024, an estimated $778K.
Global X Variable Rate Preferred ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1163 holding.
Cetera Advisors first reported a position in Global X Variable Rate Preferred ETF in Q4 2022 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2024.

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