Comprehensive Money Management Services’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Comprehensive Money Management Services’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	$1.37M	Sell	62,153 -6,900	-10%	-$153K	0.86%	31
2026 Q1	$1.51M	Buy	69,053 +6,300	+10%	+$141K	0.99%	24
2025 Q4	$1.39M	Buy	62,753 +1,890	+3%	+$43K	0.96%	28
2025 Q3	$1.41M	Buy	60,863 +1,400	+2%	+$32.4K	1%	23
2025 Q2	$1.36M	Sell	59,463 -2,350	-4%	-$53.9K	1.03%	23
2025 Q1	$1.46M	Buy	61,813 +1,350	+2%	+$32.2K	1.18%	17
2024 Q4	$1.43M	Buy	+60,463	New	+$1.45M	1.18%	20

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

Comprehensive Money Management Services's PFFV Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 10% in Q2 2026, selling an estimated $153K and leaving 62,153 shares worth $1.37M. The position accounts for 0.86% of the portfolio, ranked #31.

Comprehensive Money Management Services first reported a position in PFFV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2026. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Comprehensive Money Management Services held 62,153 shares of Global X Variable Rate Preferred ETF worth $1.37M as of Q2 2026.
Comprehensive Money Management Services sold 6,900 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $153K.
Global X Variable Rate Preferred ETF made up 0.86% of Comprehensive Money Management Services's portfolio in Q2 2026, its #31 holding.
Comprehensive Money Management Services first reported a position in Global X Variable Rate Preferred ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Global X Variable Rate Preferred ETF position peaked at $1.51M in Q1 2026.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.