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

Howard 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
2026 Q1	–	Sell	-10,180	Closed	-$226K	–	145
2025 Q4	$226K	Sell	10,180 -2,667	-21%	-$60.6K	0.1%	125
2025 Q3	$297K	Sell	12,847 -1,380	-10%	-$31.9K	0.14%	105
2025 Q2	$324K	Buy	14,227 +1,144	+9%	+$26.3K	0.16%	93
2025 Q1	$310K	Buy	13,083 +3,519	+37%	+$84K	0.17%	89
2024 Q4	$225K	Buy	+9,564	New	+$230K	0.12%	107

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

Howard Wealth Management's PFFV Position: Q1 2026 in Review

Howard Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2026, closing a stake of 10,180 shares — an estimated $226K sold.

Howard Wealth Management first reported a position in PFFV in Q4 2024 and held it in 5 quarters. The position peaked at $324K in Q2 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Howard Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
Howard Wealth Management sold 10,180 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $226K.
Howard Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2024 and held it in 5 quarters.
Howard Wealth Management's Global X Variable Rate Preferred ETF position peaked at $324K in Q2 2025.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Howard Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.