FPWM
PFFV icon

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

FSB Premier 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
2022
Q1 		– Sell
-1,205
Closed -$33K – 401
2021
Q4 		$33K Buy
+1,205
New +$33.4K 0.01% 286

Other funds holding PFFV

BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return

FSB Premier Wealth Management's PFFV Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2022, closing a stake of 1,205 shares — an estimated $33K sold.

FSB Premier Wealth Management first reported a position in PFFV in Q4 2021 and held it in 1 quarter. The position peaked at $33K in Q4 2021. 36 funds tracked by Wall St. Rank hold PFFV as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 1,205 Global X Variable Rate Preferred ETF shares in Q1 2022, an estimated $33K.
  • FSB Premier Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Global X Variable Rate Preferred ETF position peaked at $33K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.