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

Evermay 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
2024 Q1	–	Sell	-4,500	Closed	-$104K	–	702
2023 Q4	$104K	Buy	+4,500	New	+$102K	0.02%	256

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

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return

Evermay Wealth Management's PFFV Position: Q1 2024 in Review

Evermay Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2024, closing a stake of 4,500 shares — an estimated $104K sold.

Evermay Wealth Management first reported a position in PFFV in Q4 2023 and held it in 1 quarter. The position peaked at $104K in Q4 2023. 63 funds tracked by Wall St. Rank hold PFFV as of Q1 2024.

Evermay Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 4,500 Global X Variable Rate Preferred ETF shares in Q1 2024, an estimated $104K.
Evermay Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's Global X Variable Rate Preferred ETF position peaked at $104K in Q4 2023.
63 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.