Glassman Wealth Services’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-2,192	Closed	-$48.7K	–	197
2025 Q4	$48.7K	Buy	+2,192	New	+$49.8K	0.01%	124

Other funds holding PFFV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

Glassman Wealth Services's PFFV Position: Q1 2026 in Review

Glassman Wealth Services sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2026, closing a stake of 2,192 shares — an estimated $48.7K sold.

Glassman Wealth Services first reported a position in PFFV in Q4 2025 and held it in 1 quarter. The position peaked at $48.7K in Q4 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Glassman Wealth Services reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
Glassman Wealth Services sold 2,192 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $48.7K.
Glassman Wealth Services first reported a position in Global X Variable Rate Preferred ETF in Q4 2025 and held it in 1 quarter.
Glassman Wealth Services's Global X Variable Rate Preferred ETF position peaked at $48.7K in Q4 2025.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.