Franklin Resources’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Franklin Resources’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 Q4	–	Sell	-554	Closed	-$13.3K	–	3002
2024 Q3	$13.3K	Sell	554 -331	-37%	-$7.88K	﹤0.01%	2865
2024 Q2	$20.9K	Hold	885	–	–	﹤0.01%	2785
2024 Q1	$21K	Hold	885	–	–	﹤0.01%	2811
2023 Q4	$20.5K	Hold	885	–	–	﹤0.01%	2574
2023 Q3	$20.3K	Hold	885	–	–	﹤0.01%	2596
2023 Q2	$19.8K	Buy	+885	New	+$19.7K	﹤0.01%	2669

Other funds holding PFFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

IPAM

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

LGW

Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

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

PGAM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Franklin Resources's PFFV Position: Q4 2024 in Review

Franklin Resources sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2024, closing a stake of 554 shares — an estimated $13.3K sold.

Franklin Resources first reported a position in PFFV in Q2 2023 and held it in 6 quarters. The position peaked at $21K in Q1 2024. 59 funds tracked by Wall St. Rank hold PFFV as of Q4 2024.

Franklin Resources reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2024 after selling out during the quarter.
Franklin Resources sold 554 Global X Variable Rate Preferred ETF shares in Q4 2024, an estimated $13.3K.
Franklin Resources first reported a position in Global X Variable Rate Preferred ETF in Q2 2023 and held it in 6 quarters.
Franklin Resources's Global X Variable Rate Preferred ETF position peaked at $21K in Q1 2024.
59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2024.

Based on Franklin Resources's 13F filing for Q4 2024, filed 12 Feb 2025.