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

Creative Planning’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	$3.01M	Sell	136,501 -7,733	-5%	-$172K	﹤0.01%	1785
2026 Q1	$3.15M	Sell	144,234 -23,548	-14%	-$528K	﹤0.01%	1543
2025 Q4	$3.73M	Sell	167,782 -51,710	-24%	-$1.18M	﹤0.01%	1217
2025 Q3	$5.07M	Sell	219,492 -976	-0.4%	-$22.6K	﹤0.01%	875
2025 Q2	$5.03M	Buy	220,468 +2,440	+1%	+$56K	﹤0.01%	758
2025 Q1	$5.16M	Buy	218,028 +16,372	+8%	+$391K	﹤0.01%	694
2024 Q4	$4.75M	Buy	201,656 +29,850	+17%	+$718K	﹤0.01%	685
2024 Q3	$4.13M	Buy	171,806 +40,717	+31%	+$969K	﹤0.01%	715
2024 Q2	$3.1M	Buy	131,089 +39,827	+44%	+$937K	﹤0.01%	804
2024 Q1	$2.16M	Buy	91,262 +13,220	+17%	+$312K	﹤0.01%	931
2023 Q4	$1.81M	Buy	78,042 +16,950	+28%	+$385K	﹤0.01%	954
2023 Q3	$1.4M	Buy	+61,092	New	+$1.39M	﹤0.01%	1008

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 $180M AUM 24.41% 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 Planning's PFFV Position: Q2 2026 in Review

Creative Planning reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 5.4% in Q2 2026, selling an estimated $172K and leaving 136,501 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Creative Planning first reported a position in PFFV in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.16M in Q1 2025. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Creative Planning held 136,501 shares of Global X Variable Rate Preferred ETF worth $3.01M as of Q2 2026.
Creative Planning sold 7,733 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $172K.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1785 holding.
Creative Planning first reported a position in Global X Variable Rate Preferred ETF in Q3 2023 and has held it in 12 quarters since.
Creative Planning's Global X Variable Rate Preferred ETF position peaked at $5.16M in Q1 2025.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.