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 Q2	$4.62M	Buy	209,273 +2,653	+1%	+$58.9K	0.53%	45
2026 Q1	$4.62M	Buy	+206,620	New	+$4.63M	0.54%	43

Other funds holding PFFV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Foguth Wealth Management's PFFV Position: Q2 2026 in Review

Foguth Wealth Management increased its Global X Variable Rate Preferred ETF (PFFV) stake by 1.3% in Q2 2026, buying an estimated $58.9K and bringing the position to 209,273 shares worth $4.62M. The position accounts for 0.53% of the portfolio, ranked #45.

Foguth Wealth Management first reported a position in PFFV in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.62M in Q1 2026. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Foguth Wealth Management held 209,273 shares of Global X Variable Rate Preferred ETF worth $4.62M as of Q2 2026.
Foguth Wealth Management bought 2,653 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $58.9K.
Global X Variable Rate Preferred ETF made up 0.53% of Foguth Wealth Management's portfolio in Q2 2026, its #45 holding.
Foguth Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q1 2026 and has held it in 2 quarters since.
Foguth Wealth Management's Global X Variable Rate Preferred ETF position peaked at $4.62M in Q1 2026.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.