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

GeoWealth 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
2025
Q3 		– Sell
-6,135
Closed -$140K – 1089
2025
Q2 		$140K Buy
6,135
+26
+0.4% +$597 0.01% 738
2025
Q1 		$145K Sell
6,109
-633
-9% -$15.1K 0.01% 731
2024
Q4 		$159K Sell
6,742
-477
-7% -$11.5K 0.01% 841
2024
Q3 		$174K Buy
7,219
+145
+2% +$3.45K 0.01% 753
2024
Q2 		$167K Sell
7,074
-492
-7% -$11.6K 0.01% 723
2024
Q1 		$179K Buy
7,566
+341
+5% +$8.04K 0.01% 709
2023
Q4 		$168K Sell
7,225
-199
-3% -$4.52K 0.01% 530
2023
Q3 		$171K Sell
7,424
-266
-3% -$6.04K 0.02% 298
2023
Q2 		$171K Sell
7,690
-6,867
-47% -$153K 0.02% 256
2023
Q1 		$334K Sell
14,557
-200
-1% -$4.71K 0.04% 168
2022
Q4 		$332K Sell
14,757
-4,317
-23% -$99.1K 0.04% 178
2022
Q3 		$446K Buy
19,074
+802
+4% +$19.5K 0.05% 178
2022
Q2 		$440K Buy
18,272
+1,667
+10% +$41.1K 0.06% 167
2022
Q1 		$433K Buy
16,605
+4,089
+33% +$108K 0.04% 224
2021
Q4 		$347K Buy
12,516
+4,652
+59% +$129K 0.03% 239
2021
Q3 		$221K Buy
+7,864
New +$222K 0.02% 281

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

GeoWealth Management's PFFV Position: Q3 2025 in Review

GeoWealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q3 2025, closing a stake of 6,135 shares — an estimated $140K sold.

GeoWealth Management first reported a position in PFFV in Q3 2021 and held it in 16 quarters. The position peaked at $446K in Q3 2022. 68 funds tracked by Wall St. Rank hold PFFV as of Q3 2025.

  • GeoWealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 6,135 Global X Variable Rate Preferred ETF shares in Q3 2025, an estimated $140K.
  • GeoWealth Management first reported a position in Global X Variable Rate Preferred ETF in Q3 2021 and held it in 16 quarters.
  • GeoWealth Management's Global X Variable Rate Preferred ETF position peaked at $446K in Q3 2022.
  • 68 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.