Foguth Wealth Management
PFFV icon

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
Q3 		$14.4M Buy
670,995
+461,722
+221% +$10.1M 1.46% 23
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

Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Foguth Wealth Management's PFFV Position: Q3 2026 in Review

Foguth Wealth Management increased its Global X Variable Rate Preferred ETF (PFFV) stake by 221% in Q3 2026, buying an estimated $10.1M and bringing the position to 670,995 shares worth $14.4M. The position accounts for 1.46% of the portfolio, ranked #23.

Foguth Wealth Management first reported a position in PFFV in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold PFFV as of Q3 2026.

  • Foguth Wealth Management held 670,995 shares of Global X Variable Rate Preferred ETF worth $14.4M as of Q3 2026.
  • Foguth Wealth Management bought 461,722 Global X Variable Rate Preferred ETF shares in Q3 2026, an estimated $10.1M.
  • Global X Variable Rate Preferred ETF made up 1.46% of Foguth Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Foguth Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.