Gladstone Institutional Advisory’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
Bought
Maintained
Sold
Other funds holding PFFV
BFC
PGAM
PWM
SWM
Gladstone Institutional Advisory's PFFV Position: Q3 2023 in Review
Gladstone Institutional Advisory sold out of Global X Variable Rate Preferred ETF (PFFV) in Q3 2023, closing a stake of 14,955 shares — an estimated $334K sold.
Gladstone Institutional Advisory first reported a position in PFFV in Q4 2021 and held it in 5 quarters. The position peaked at $408K in Q1 2023. 50 funds tracked by Wall St. Rank hold PFFV as of Q3 2023.
- Gladstone Institutional Advisory reported no remaining Global X Variable Rate Preferred ETF position as of Q3 2023 after selling out during the quarter.
- Gladstone Institutional Advisory sold 14,955 Global X Variable Rate Preferred ETF shares in Q3 2023, an estimated $334K.
- Gladstone Institutional Advisory first reported a position in Global X Variable Rate Preferred ETF in Q4 2021 and held it in 5 quarters.
- Gladstone Institutional Advisory's Global X Variable Rate Preferred ETF position peaked at $408K in Q1 2023.
- 50 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2023.
Based on Gladstone Institutional Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.