Congress Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
Bought
Maintained
Sold
Other funds holding PFFV
IAA
BFC
AI
IPAM
Congress Wealth Management's PFFV Position: Q2 2025 in Review
Congress Wealth Management increased its Global X Variable Rate Preferred ETF (PFFV) stake by 198% in Q2 2025, buying an estimated $2.47M and bringing the position to 162,187 shares worth $3.7M. The position accounts for 0.04% of the portfolio, ranked #441.
Congress Wealth Management first reported a position in PFFV in Q4 2024 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold PFFV as of Q2 2025.
- Congress Wealth Management held 162,187 shares of Global X Variable Rate Preferred ETF worth $3.7M as of Q2 2025.
- Congress Wealth Management bought 107,817 Global X Variable Rate Preferred ETF shares in Q2 2025, an estimated $2.47M.
- Global X Variable Rate Preferred ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #441 holding.
- Congress Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2024 and has held it in 3 quarters since.
- 69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2025.
Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.