Cetera Investment Advisers
PFFV icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return

Cetera Investment Advisers's PFFV Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 12% in Q1 2026, selling an estimated $116K and leaving 38,074 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #3067.

Cetera Investment Advisers first reported a position in PFFV in Q3 2022 and has held it in 15 quarters since. The position peaked at $11M in Q3 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • Cetera Investment Advisers held 38,074 shares of Global X Variable Rate Preferred ETF worth $831K as of Q1 2026.
  • Cetera Investment Advisers sold 5,159 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $116K.
  • Global X Variable Rate Preferred ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3067 holding.
  • Cetera Investment Advisers first reported a position in Global X Variable Rate Preferred ETF in Q3 2022 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Global X Variable Rate Preferred ETF position peaked at $11M in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.