HR
PFFV icon

Howe & Rusling’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-295
Closed -$6.73K – 482
2025
Q2 		$6.73K Buy
+295
New +$6.77K ﹤0.01% 426

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Howe & Rusling's PFFV Position: Q3 2025 in Review

Howe & Rusling sold out of Global X Variable Rate Preferred ETF (PFFV) in Q3 2025, closing a stake of 295 shares — an estimated $6.73K sold.

Howe & Rusling first reported a position in PFFV in Q2 2025 and held it in 1 quarter. The position peaked at $6.73K in Q2 2025. 68 funds tracked by Wall St. Rank hold PFFV as of Q3 2025.

  • Howe & Rusling reported no remaining Global X Variable Rate Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Howe & Rusling sold 295 Global X Variable Rate Preferred ETF shares in Q3 2025, an estimated $6.73K.
  • Howe & Rusling first reported a position in Global X Variable Rate Preferred ETF in Q2 2025 and held it in 1 quarter.
  • Howe & Rusling's Global X Variable Rate Preferred ETF position peaked at $6.73K in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2025.

Based on Howe & Rusling's 13F filing for Q3 2025, filed 5 Nov 2025.