Harbour Investments’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Harbour Investments’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	$392K	Buy	17,971 +2,225	+14%	+$49.8K	0.01%	1169
2025 Q4	$350K	Buy	15,746 +2,214	+16%	+$50.3K	0.01%	1006
2025 Q3	$313K	Hold	13,532	–	–	0.01%	1034
2025 Q2	$309K	Hold	13,532	–	–	0.01%	980
2025 Q1	$320K	Hold	13,532	–	–	0.01%	892
2024 Q4	$319K	Hold	13,532	–	–	0.01%	845
2024 Q3	$325K	Hold	13,532	–	–	0.01%	818
2024 Q2	$320K	Buy	13,532 +322	+2%	+$7.58K	0.01%	772
2024 Q1	$313K	Buy	13,210 +5,300	+67%	+$125K	0.01%	758
2023 Q4	$183K	Hold	7,910	–	–	0.01%	892
2023 Q3	$182K	Hold	7,910	–	–	0.01%	820
2023 Q2	$177K	Buy	7,910 +465	+6%	+$10.3K	0.01%	839
2023 Q1	$170K	Buy	7,445 +2,845	+62%	+$67K	0.01%	827
2022 Q4	$104K	Buy	+4,600	New	+$106K	0.01%	999

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 $162M AUM 18.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M 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 $190M AUM 19.48% 1-Year Est. Return

Harbour Investments's PFFV Position: Q1 2026 in Review

Harbour Investments increased its Global X Variable Rate Preferred ETF (PFFV) stake by 14% in Q1 2026, buying an estimated $49.8K and bringing the position to 17,971 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #1169.

Harbour Investments first reported a position in PFFV in Q4 2022 and has held it in 14 quarters since. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Harbour Investments held 17,971 shares of Global X Variable Rate Preferred ETF worth $392K as of Q1 2026.
Harbour Investments bought 2,225 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $49.8K.
Global X Variable Rate Preferred ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1169 holding.
Harbour Investments first reported a position in Global X Variable Rate Preferred ETF in Q4 2022 and has held it in 14 quarters since.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.