Colonial Trust’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Colonial Trust’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	$116K	Buy	+5,325	New	+$119K	0.02%	397

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

Colonial Trust's PFFV Position: Q1 2026 in Review

Colonial Trust opened a new position in Global X Variable Rate Preferred ETF (PFFV) in Q1 2026: 5,325 shares worth $116K. The stake represents 0.02% of the portfolio and ranks #397 among its holdings.

65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Colonial Trust held 5,325 shares of Global X Variable Rate Preferred ETF worth $116K as of Q1 2026.
Global X Variable Rate Preferred ETF was a new Colonial Trust position in Q1 2026.
Global X Variable Rate Preferred ETF made up 0.02% of Colonial Trust's portfolio in Q1 2026, its #397 holding.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.