CIBC Private Wealth Group
PFFV icon

CIBC Private Wealth Group’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

CIBC Private Wealth Group’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
2022
Q1 		– Sell
-37,234
Closed -$1.03M – 1302
2021
Q4 		$1.03M Buy
37,234
+3,650
+11% +$101K ﹤0.01% 638
2021
Q3 		$944K Buy
33,584
+1,777
+6% +$50.1K ﹤0.01% 634
2021
Q2 		$904K Buy
+31,807
New +$888K ﹤0.01% 686

Other funds holding PFFV

BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return

CIBC Private Wealth Group's PFFV Position: Q1 2022 in Review

CIBC Private Wealth Group sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2022, closing a stake of 37,234 shares — an estimated $1.03M sold.

CIBC Private Wealth Group first reported a position in PFFV in Q2 2021 and held it in 3 quarters. The position peaked at $1.03M in Q4 2021. 36 funds tracked by Wall St. Rank hold PFFV as of Q1 2022.

  • CIBC Private Wealth Group reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 37,234 Global X Variable Rate Preferred ETF shares in Q1 2022, an estimated $1.03M.
  • CIBC Private Wealth Group first reported a position in Global X Variable Rate Preferred ETF in Q2 2021 and held it in 3 quarters.
  • CIBC Private Wealth Group's Global X Variable Rate Preferred ETF position peaked at $1.03M in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2022.

Based on CIBC Private Wealth Group's 13F filing for Q1 2022, filed 16 May 2022.