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

Cetera Investment Advisers’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	$828K	Sell	37,583 -491	-1%	-$10.9K	﹤0.01%	3217
2026 Q1	$831K	Sell	38,074 -5,159	-12%	-$116K	﹤0.01%	3067
2025 Q4	$961K	Sell	43,233 -434,376	-91%	-$9.87M	﹤0.01%	2854
2025 Q3	$11M	Buy	477,609 +429,656	+896%	+$9.93M	0.01%	926
2025 Q2	$1.09M	Sell	47,953 -183	-0.4%	-$4.2K	﹤0.01%	2305
2025 Q1	$1.14M	Buy	48,136 +12,410	+35%	+$296K	﹤0.01%	2159
2024 Q4	$842K	Buy	35,726 +10,156	+40%	+$244K	﹤0.01%	2282
2024 Q3	$615K	Buy	25,570 +4,205	+20%	+$100K	﹤0.01%	2485
2024 Q2	$505K	Sell	21,365 -119,149	-85%	-$2.8M	﹤0.01%	2585
2024 Q1	$3.33M	Sell	140,514 -92,410	-40%	-$2.18M	0.01%	1209
2023 Q4	$5.39M	Buy	232,924 +222,871	+2,217%	+$5.06M	0.04%	405
2023 Q3	$231K	Sell	10,053 -17,548	-64%	-$399K	﹤0.01%	1889
2023 Q2	$616K	Sell	27,601 -95,087	-78%	-$2.11M	0.01%	1327
2023 Q1	$2.8M	Buy	122,688 +4,703	+4%	+$111K	0.02%	604
2022 Q4	$2.65M	Sell	117,985 -66,365	-36%	-$1.52M	0.02%	599
2022 Q3	$4.33M	Buy	+184,350	New	+$4.48M	0.09%	243

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

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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

BFC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGW

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

Cetera Investment Advisers's PFFV Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 1.3% in Q2 2026, selling an estimated $10.9K and leaving 37,583 shares worth $828K. The position accounts for ﹤0.01% of the portfolio, ranked #3217.

Cetera Investment Advisers first reported a position in PFFV in Q3 2022 and has held it in 16 quarters since. The position peaked at $11M in Q3 2025. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Cetera Investment Advisers held 37,583 shares of Global X Variable Rate Preferred ETF worth $828K as of Q2 2026.
Cetera Investment Advisers sold 491 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $10.9K.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3217 holding.
Cetera Investment Advisers first reported a position in Global X Variable Rate Preferred ETF in Q3 2022 and has held it in 16 quarters since.
Cetera Investment Advisers's Global X Variable Rate Preferred ETF position peaked at $11M in Q3 2025.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.