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Firestone Capital Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Firestone Capital 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
2025
Q4 		– Sell
-8,885
Closed -$205K – 172
2025
Q3 		$205K Buy
8,885
+26
+0.3% +$601 0.04% 162
2025
Q2 		$202K Buy
8,859
+27
+0.3% +$620 0.05% 155
2025
Q1 		$209K Buy
8,832
+28
+0.3% +$668 0.05% 144
2024
Q4 		$208K Buy
8,804
+25
+0.3% +$601 0.05% 149
2024
Q3 		$211K Buy
8,779
+25
+0.3% +$595 0.05% 145
2024
Q2 		$207K Buy
8,754
+23
+0.3% +$541 0.06% 138
2024
Q1 		$207K Sell
8,731
-1,407
-14% -$33.2K 0.06% 139
2023
Q4 		$235K Buy
10,138
+22
+0.2% +$500 0.07% 117
2023
Q3 		$232K Buy
10,116
+15
+0.1% +$341 0.08% 113
2023
Q2 		$228K Buy
10,101
+49
+0.5% +$1.09K 0.07% 117
2023
Q1 		$230K Buy
10,052
+79
+0.8% +$1.86K 0.08% 108
2022
Q4 		$224K Sell
9,973
-2,383
-19% -$54.7K 0.08% 105
2022
Q3 		$290K Buy
12,356
+112
+0.9% +$2.72K 0.12% 84
2022
Q2 		$296K Buy
12,244
+109
+0.9% +$2.69K 0.12% 88
2022
Q1 		$316K Buy
12,135
+109
+0.9% +$2.88K 0.1% 89
2021
Q4 		$334K Buy
12,026
+1,384
+13% +$38.4K 0.11% 89
2021
Q3 		$302K Hold
10,642
– – 0.1% 89
2021
Q2 		$302K Buy
10,642
+3,644
+52% +$102K 0.11% 87
2021
Q1 		$194K Buy
6,998
+4,924
+237% +$134K 0.07% 110
2020
Q4 		$57K Buy
+2,074
New +$55.5K 0.02% 205

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Firestone Capital Management's PFFV Position: Q4 2025 in Review

Firestone Capital Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2025, closing a stake of 8,885 shares — an estimated $205K sold.

Firestone Capital Management first reported a position in PFFV in Q4 2020 and held it in 20 quarters. The position peaked at $334K in Q4 2021. 69 funds tracked by Wall St. Rank hold PFFV as of Q4 2025.

  • Firestone Capital Management reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Firestone Capital Management sold 8,885 Global X Variable Rate Preferred ETF shares in Q4 2025, an estimated $205K.
  • Firestone Capital Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2020 and held it in 20 quarters.
  • Firestone Capital Management's Global X Variable Rate Preferred ETF position peaked at $334K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2025.

Based on Firestone Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.