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Impact Partnership Wealth’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-109
Closed -$2.43K – 1151
2023
Q2 		$2.43K Buy
+109
New +$2.42K ﹤0.01% 615

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Impact Partnership Wealth's PFFV Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Global X Variable Rate Preferred ETF (PFFV) in Q3 2023, closing a stake of 109 shares — an estimated $2.43K sold.

Impact Partnership Wealth first reported a position in PFFV in Q2 2023 and held it in 1 quarter. The position peaked at $2.43K in Q2 2023. 50 funds tracked by Wall St. Rank hold PFFV as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Global X Variable Rate Preferred ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 109 Global X Variable Rate Preferred ETF shares in Q3 2023, an estimated $2.43K.
  • Impact Partnership Wealth first reported a position in Global X Variable Rate Preferred ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Global X Variable Rate Preferred ETF position peaked at $2.43K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.