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 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 $1.66T 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

Comprehensive Money Management Services's PFFV Position: Q1 2026 in Review

Comprehensive Money Management Services increased its Global X Variable Rate Preferred ETF (PFFV) stake by 10% in Q1 2026, buying an estimated $141K and bringing the position to 69,053 shares worth $1.51M. The position accounts for 0.99% of the portfolio, ranked #24.

Comprehensive Money Management Services first reported a position in PFFV in Q4 2024 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Comprehensive Money Management Services held 69,053 shares of Global X Variable Rate Preferred ETF worth $1.51M as of Q1 2026.
Comprehensive Money Management Services bought 6,300 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $141K.
Global X Variable Rate Preferred ETF made up 0.99% of Comprehensive Money Management Services's portfolio in Q1 2026, its #24 holding.
Comprehensive Money Management Services first reported a position in Global X Variable Rate Preferred ETF in Q4 2024 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.