GRP
PFFV icon

Global Retirement Partners’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Global Retirement Partners’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 		$144K Sell
6,094
-3,082
-34% -$74.1K ﹤0.01% 1095
2024
Q3 		$221K Sell
9,176
-7,200
-44% -$171K 0.01% 880
2024
Q2 		$387K Buy
16,376
+16,128
+6,503% +$380K 0.01% 681
2024
Q1 		$5.87K Sell
248
-651
-72% -$15.4K ﹤0.01% 2333
2023
Q4 		$21.1K Buy
+899
New +$20.4K ﹤0.01% 1733

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Global Retirement Partners's PFFV Position: Q4 2024 in Review

Global Retirement Partners reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 34% in Q4 2024, selling an estimated $74.1K and leaving 6,094 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Global Retirement Partners first reported a position in PFFV in Q4 2023 and has held it in 5 quarters since. The position peaked at $387K in Q2 2024. 59 funds tracked by Wall St. Rank hold PFFV as of Q4 2024.

  • Global Retirement Partners held 6,094 shares of Global X Variable Rate Preferred ETF worth $144K as of Q4 2024.
  • Global Retirement Partners sold 3,082 Global X Variable Rate Preferred ETF shares in Q4 2024, an estimated $74.1K.
  • Global X Variable Rate Preferred ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #1095 holding.
  • Global Retirement Partners first reported a position in Global X Variable Rate Preferred ETF in Q4 2023 and has held it in 5 quarters since.
  • Global Retirement Partners's Global X Variable Rate Preferred ETF position peaked at $387K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.