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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.03M Buy
220,468
+2,440
+1% +$55.6K ﹤0.01% 757
2025
Q1
$5.16M Buy
218,028
+16,372
+8% +$387K ﹤0.01% 693
2024
Q4
$4.75M Buy
201,656
+29,850
+17% +$704K ﹤0.01% 684
2024
Q3
$4.13M Buy
171,806
+40,717
+31% +$979K ﹤0.01% 715
2024
Q2
$3.1M Buy
131,089
+39,827
+44% +$942K ﹤0.01% 802
2024
Q1
$2.16M Buy
91,262
+13,220
+17% +$313K ﹤0.01% 930
2023
Q4
$1.81M Buy
78,042
+16,950
+28% +$393K ﹤0.01% 951
2023
Q3
$1.4M Buy
+61,092
New +$1.4M ﹤0.01% 1005