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PFFV icon

GSB Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

GSB Wealth 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
2025
Q1 		– Sell
-9,018
Closed -$213K – 234
2024
Q4 		$213K Sell
9,018
-392
-4% -$9.42K 0.05% 210
2024
Q3 		$226K Buy
9,410
+17
+0.2% +$405 0.06% 204
2024
Q2 		$222K Buy
9,393
+72
+0.8% +$1.69K 0.06% 211
2024
Q1 		$221K Buy
9,321
+21
+0.2% +$495 0.06% 203
2023
Q4 		$215K Buy
+9,300
New +$211K 0.07% 202
2023
Q2 		– Sell
-16,705
Closed -$382K – 225
2023
Q1 		$382K Sell
16,705
-366
-2% -$8.62K 0.12% 157
2022
Q4 		$384K Sell
17,071
-48,791
-74% -$1.12M 0.14% 151
2022
Q3 		$1.55M Sell
65,862
-295
-0.4% -$7.16K 0.56% 64
2022
Q2 		$1.6M Buy
66,157
+9,529
+17% +$235K 0.54% 66
2022
Q1 		$1.48M Buy
56,628
+5,117
+10% +$135K 0.43% 83
2021
Q4 		$1.43M Buy
51,511
+10,545
+26% +$292K 0.41% 87
2021
Q3 		$1.15M Buy
40,966
+7,250
+22% +$204K 0.59% 54
2021
Q2 		$958K Buy
33,716
+13,216
+64% +$369K 0.3% 113
2021
Q1 		$568K Buy
+20,500
New +$558K 0.19% 134

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
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

GSB Wealth Management's PFFV Position: Q1 2025 in Review

GSB Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2025, closing a stake of 9,018 shares — an estimated $213K sold.

GSB Wealth Management first reported a position in PFFV in Q1 2021 and held it in 14 quarters. The position peaked at $1.6M in Q2 2022. 66 funds tracked by Wall St. Rank hold PFFV as of Q1 2025.

  • GSB Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • GSB Wealth Management sold 9,018 Global X Variable Rate Preferred ETF shares in Q1 2025, an estimated $213K.
  • GSB Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q1 2021 and held it in 14 quarters.
  • GSB Wealth Management's Global X Variable Rate Preferred ETF position peaked at $1.6M in Q2 2022.
  • 66 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2025.

Based on GSB Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.