Corient Private Wealth’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Corient Private Wealth’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	–	Sell	-20,768	Closed	-$462K	–	2989
2025 Q4	$462K	Buy	20,768 +10,069	+94%	+$229K	﹤0.01%	2362
2025 Q3	$247K	Buy	10,699 +178	+2%	+$4.11K	﹤0.01%	2234
2025 Q2	$240K	Sell	10,521 -2,945	-22%	-$67.6K	﹤0.01%	2125
2025 Q1	$319K	Sell	13,466 -485	-3%	-$11.6K	﹤0.01%	1823
2024 Q4	$329K	Buy	13,951 +1,841	+15%	+$44.3K	﹤0.01%	1845
2024 Q3	$291K	Sell	12,110 -3,614	-23%	-$86K	﹤0.01%	2029
2024 Q2	$372K	Sell	15,724 -3,163	-17%	-$74.4K	﹤0.01%	1794
2024 Q1	$447K	Sell	18,887 -4,634	-20%	-$109K	﹤0.01%	1690
2023 Q4	$545K	Sell	23,521 -2,126	-8%	-$48.3K	﹤0.01%	1577
2023 Q3	$589K	Sell	25,647 -8,970	-26%	-$204K	﹤0.01%	1402
2023 Q2	$773K	Sell	34,617 -1,717	-5%	-$38.2K	﹤0.01%	1248
2023 Q1	$831K	Buy	36,334 +1,511	+4%	+$35.6K	﹤0.01%	1165
2022 Q4	$784K	Buy	+34,823	New	+$800K	﹤0.01%	988

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

Corient Private Wealth's PFFV Position: Q1 2026 in Review

Corient Private Wealth sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2026, closing a stake of 20,768 shares — an estimated $462K sold.

Corient Private Wealth first reported a position in PFFV in Q4 2022 and held it in 13 quarters. The position peaked at $831K in Q1 2023. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Corient Private Wealth reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
Corient Private Wealth sold 20,768 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $462K.
Corient Private Wealth first reported a position in Global X Variable Rate Preferred ETF in Q4 2022 and held it in 13 quarters.
Corient Private Wealth's Global X Variable Rate Preferred ETF position peaked at $831K in Q1 2023.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.