CFD
PFFV icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
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
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
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

Creative Financial Designs's PFFV Position: Q1 2026 in Review

Creative Financial Designs increased its Global X Variable Rate Preferred ETF (PFFV) stake by 1.3% in Q1 2026, buying an estimated $112 and bringing the position to 398 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Creative Financial Designs first reported a position in PFFV in Q3 2021 and has held it in 19 quarters since. The position peaked at $79K in Q4 2021. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • Creative Financial Designs held 398 shares of Global X Variable Rate Preferred ETF worth $8.7K as of Q1 2026.
  • Creative Financial Designs bought 5 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $112.
  • Global X Variable Rate Preferred ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1450 holding.
  • Creative Financial Designs first reported a position in Global X Variable Rate Preferred ETF in Q3 2021 and has held it in 19 quarters since.
  • Creative Financial Designs's Global X Variable Rate Preferred ETF position peaked at $79K in Q4 2021.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.