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

Diversify Wealth Management’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	$265K	Sell	11,908 -4,078	-26%	-$91.4K	﹤0.01%	1001
2025 Q4	$360K	Buy	15,986 +29	+0.2%	+$659	0.02%	502
2025 Q3	$363K	Buy	15,957 +13	+0.1%	+$300	0.02%	430
2025 Q2	$367K	Buy	+15,944	New	+$366K	0.02%	424
2024 Q3	–	Sell	-9,400	Closed	-$218K	–	492
2024 Q2	$218K	Buy	+9,400	New	+$221K	0.03%	402

Other funds holding PFFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

Diversify Wealth Management's PFFV Position: Q1 2026 in Review

Diversify Wealth Management reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 26% in Q1 2026, selling an estimated $91.4K and leaving 11,908 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Diversify Wealth Management first reported a position in PFFV in Q2 2024 and has held it in 5 quarters since. The position peaked at $367K in Q2 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Diversify Wealth Management held 11,908 shares of Global X Variable Rate Preferred ETF worth $265K as of Q1 2026.
Diversify Wealth Management sold 4,078 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $91.4K.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1001 holding.
Diversify Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q2 2024 and has held it in 5 quarters since.
Diversify Wealth Management's Global X Variable Rate Preferred ETF position peaked at $367K in Q2 2025.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.