CAS
PFFV icon

Coppell Advisory Solutions’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-183
Closed -$4.33K – 1427
2024
Q4 		$4.33K Hold
183
– – ﹤0.01% 1359
2024
Q3 		$4.41K Hold
183
– – ﹤0.01% 1282
2024
Q2 		$4.33K Buy
+183
New +$4.31K ﹤0.01% 1225

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
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Coppell Advisory Solutions's PFFV Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2025, closing a stake of 183 shares — an estimated $4.33K sold.

Coppell Advisory Solutions first reported a position in PFFV in Q2 2024 and held it in 3 quarters. The position peaked at $4.41K in Q3 2024. 66 funds tracked by Wall St. Rank hold PFFV as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 183 Global X Variable Rate Preferred ETF shares in Q1 2025, an estimated $4.33K.
  • Coppell Advisory Solutions first reported a position in Global X Variable Rate Preferred ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Global X Variable Rate Preferred ETF position peaked at $4.41K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.