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Copley Financial Group’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Copley Financial Group’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
2024
Q4 		– Sell
-61
Closed -$1.47K – 177
2024
Q3 		$1.47K Buy
+61
New +$1.45K ﹤0.01% 194

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Copley Financial Group's PFFV Position: Q4 2024 in Review

Copley Financial Group sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2024, closing a stake of 61 shares — an estimated $1.47K sold.

Copley Financial Group first reported a position in PFFV in Q3 2024 and held it in 1 quarter. The position peaked at $1.47K in Q3 2024. 59 funds tracked by Wall St. Rank hold PFFV as of Q4 2024.

  • Copley Financial Group reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 61 Global X Variable Rate Preferred ETF shares in Q4 2024, an estimated $1.47K.
  • Copley Financial Group first reported a position in Global X Variable Rate Preferred ETF in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's Global X Variable Rate Preferred ETF position peaked at $1.47K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.