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

Foguth 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	$4.62M	Buy	+206,620	New	+$4.63M	0.54%	43

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

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

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

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

Foguth Wealth Management opened a new position in Global X Variable Rate Preferred ETF (PFFV) in Q1 2026: 206,620 shares worth $4.62M. The stake represents 0.54% of the portfolio and ranks #43 among its holdings.

65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Foguth Wealth Management held 206,620 shares of Global X Variable Rate Preferred ETF worth $4.62M as of Q1 2026.
Global X Variable Rate Preferred ETF was a new Foguth Wealth Management position in Q1 2026.
Global X Variable Rate Preferred ETF made up 0.54% of Foguth Wealth Management's portfolio in Q1 2026, its #43 holding.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

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