Creative Financial Designs’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Creative Financial Designs’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 Q2	$8.85K	Buy	402 +4	+1%	+$89	﹤0.01%	1545
2026 Q1	$8.7K	Buy	398 +5	+1%	+$112	﹤0.01%	1450
2025 Q4	$8.74K	Sell	393 -446	-53%	-$10.1K	﹤0.01%	1387
2025 Q3	$19.4K	Buy	839 +11	+1%	+$254	﹤0.01%	1151
2025 Q2	$18.9K	Buy	828 +11	+1%	+$252	﹤0.01%	1160
2025 Q1	$19.3K	Sell	817 -1,099	-57%	-$26.2K	﹤0.01%	1095
2024 Q4	$45.2K	Buy	1,916 +136	+8%	+$3.27K	﹤0.01%	816
2024 Q3	$42.8K	Buy	1,780 +11	+0.6%	+$262	﹤0.01%	822
2024 Q2	$41.8K	Buy	1,769 +129	+8%	+$3.04K	﹤0.01%	792
2024 Q1	$38.8K	Sell	1,640 -11	-0.7%	-$260	﹤0.01%	792
2023 Q4	$38.2K	Sell	1,651 -217	-12%	-$4.93K	﹤0.01%	746
2023 Q3	$42.9K	Buy	1,868 +7	+0.4%	+$159	0.01%	667
2023 Q2	$41.6K	Sell	1,861 -572	-24%	-$12.7K	﹤0.01%	676
2023 Q1	$55.6K	Buy	2,433 +1,224	+101%	+$28.8K	0.01%	575
2022 Q4	$27.2K	Sell	1,209 -123	-9%	-$2.82K	﹤0.01%	696
2022 Q3	$31K	Buy	1,332 +573	+75%	+$13.9K	0.01%	636
2022 Q2	$18K	Sell	759 -2,108	-74%	-$52K	﹤0.01%	758
2022 Q1	$75K	Buy	2,867 +5	+0.2%	+$132	0.01%	476
2021 Q4	$79K	Buy	2,862 +177	+7%	+$4.91K	0.01%	481
2021 Q3	$76K	Buy	+2,685	New	+$75.7K	0.01%	507

Other funds holding PFFV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

Creative Financial Designs's PFFV Position: Q2 2026 in Review

Creative Financial Designs increased its Global X Variable Rate Preferred ETF (PFFV) stake by 1% in Q2 2026, buying an estimated $89 and bringing the position to 402 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Creative Financial Designs first reported a position in PFFV in Q3 2021 and has held it in 20 quarters since. The position peaked at $79K in Q4 2021. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Creative Financial Designs held 402 shares of Global X Variable Rate Preferred ETF worth $8.85K as of Q2 2026.
Creative Financial Designs bought 4 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $89.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1545 holding.
Creative Financial Designs first reported a position in Global X Variable Rate Preferred ETF in Q3 2021 and has held it in 20 quarters since.
Creative Financial Designs's Global X Variable Rate Preferred ETF position peaked at $79K in Q4 2021.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.