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PFFV icon

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

CreativeOne 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
-16,525
Closed -$367K – 1244
2025
Q4 		$367K Sell
16,525
-6,558
-28% -$149K 0.01% 880
2025
Q3 		$534K Sell
23,083
-1,241
-5% -$28.7K 0.01% 753
2025
Q2 		$555K Buy
24,324
+8,668
+55% +$199K 0.01% 701
2025
Q1 		$370K Sell
15,656
-1,511
-9% -$36.1K 0.01% 791
2024
Q4 		$405K Sell
17,167
-62
-0.4% -$1.49K 0.01% 763
2024
Q3 		$414K Buy
17,229
+2,523
+17% +$60K 0.01% 689
2024
Q2 		$348K Buy
14,706
+4,490
+44% +$106K 0.02% 576
2024
Q1 		$242K Buy
+10,216
New +$241K 0.01% 786
2023
Q2 		– Sell
-69,243
Closed -$1.58M – 877
2023
Q1 		$1.58M Sell
69,243
-28,053
-29% -$660K 0.08% 230
2022
Q4 		$2.19M Buy
97,296
+4,714
+5% +$108K 0.12% 147
2022
Q3 		$2.17M Buy
92,582
+11,253
+14% +$273K 0.13% 136
2022
Q2 		$1.96M Buy
81,329
+1,721
+2% +$42.5K 0.11% 153
2022
Q1 		$2.08M Buy
79,608
+1,372
+2% +$36.2K 0.11% 154
2021
Q4 		$2.17M Sell
78,236
-6,410
-8% -$178K 0.11% 171
2021
Q3 		$2.38M Buy
+84,646
New +$2.39M 0.14% 129

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

CreativeOne Wealth's PFFV Position: Q1 2026 in Review

CreativeOne Wealth sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2026, closing a stake of 16,525 shares — an estimated $367K sold.

CreativeOne Wealth first reported a position in PFFV in Q3 2021 and held it in 15 quarters. The position peaked at $2.38M in Q3 2021. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • CreativeOne Wealth reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 16,525 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $367K.
  • CreativeOne Wealth first reported a position in Global X Variable Rate Preferred ETF in Q3 2021 and held it in 15 quarters.
  • CreativeOne Wealth's Global X Variable Rate Preferred ETF position peaked at $2.38M in Q3 2021.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

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