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

Gotham Asset 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
2026 Q1	$3.18M	Buy	145,587 +66,910	+85%	+$1.5M	0.01%	981
2025 Q4	$1.75M	Hold	78,677	–	–	0.01%	1079
2025 Q3	$1.82M	Hold	78,677	–	–	0.01%	1030
2025 Q2	$1.79M	Buy	78,677 +37,005	+89%	+$849K	0.01%	957
2025 Q1	$986K	Buy	+41,672	New	+$995K	0.01%	1012

Other funds holding PFFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

LGW

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

Gotham Asset Management's PFFV Position: Q1 2026 in Review

Gotham Asset Management increased its Global X Variable Rate Preferred ETF (PFFV) stake by 85% in Q1 2026, buying an estimated $1.5M and bringing the position to 145,587 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #981.

Gotham Asset Management first reported a position in PFFV in Q1 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Gotham Asset Management held 145,587 shares of Global X Variable Rate Preferred ETF worth $3.18M as of Q1 2026.
Gotham Asset Management bought 66,910 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $1.5M.
Global X Variable Rate Preferred ETF made up 0.01% of Gotham Asset Management's portfolio in Q1 2026, its #981 holding.
Gotham Asset Management first reported a position in Global X Variable Rate Preferred ETF in Q1 2025 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.