CWM
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Congress Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Congress Wealth Management’s Portfolio PFFV Stock Details PFFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.7M Buy
162,187
+107,817
+198% +$2.46M 0.04% 441
2025
Q1 		$1.29M Buy
54,370
+38,403
+241% +$909K 0.02% 573
2024
Q4 		$376K Buy
+15,967
New +$376K 0.01% 714