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Golden Green’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Golden Green’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
2023
Q3 		$582K Buy
25,333
+2,558
+11% +$58.1K 0.6% 47
2023
Q2 		$509K Buy
22,775
+1,041
+5% +$23.1K 0.55% 47
2023
Q1 		$497K Buy
+21,734
New +$512K 0.58% 42

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 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
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Golden Green's PFFV Position: Q3 2023 in Review

Golden Green increased its Global X Variable Rate Preferred ETF (PFFV) stake by 11% in Q3 2023, buying an estimated $58.1K and bringing the position to 25,333 shares worth $582K. The position accounts for 0.6% of the portfolio, ranked #47.

Golden Green first reported a position in PFFV in Q1 2023 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold PFFV as of Q3 2023.

  • Golden Green held 25,333 shares of Global X Variable Rate Preferred ETF worth $582K as of Q3 2023.
  • Golden Green bought 2,558 Global X Variable Rate Preferred ETF shares in Q3 2023, an estimated $58.1K.
  • Global X Variable Rate Preferred ETF made up 0.6% of Golden Green's portfolio in Q3 2023, its #47 holding.
  • Golden Green first reported a position in Global X Variable Rate Preferred ETF in Q1 2023 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.