Integral Investment Advisors’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Integral Investment Advisors’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 Q2	$2.56M	Buy	116,315 +7,783	+7%	+$173K	0.56%	34
2026 Q1	$2.37M	Sell	108,532 -1,920	-2%	-$43K	0.59%	35
2025 Q4	$2.45M	Buy	110,452 +7,499	+7%	+$170K	0.61%	32
2025 Q3	$2.38M	Buy	102,953 +22,267	+28%	+$515K	0.64%	33
2025 Q2	$1.84M	Buy	80,686 +30,129	+60%	+$691K	0.53%	34
2025 Q1	$1.2M	Buy	50,557 +8,537	+20%	+$204K	0.38%	50
2024 Q4	$990K	Buy	42,020 +3,925	+10%	+$94.4K	0.32%	62
2024 Q3	$916K	Buy	38,095 +24,773	+186%	+$590K	0.31%	71
2024 Q2	$317K	Buy	13,322 +3,368	+34%	+$79.3K	0.12%	117
2024 Q1	$237K	Buy	+9,954	New	+$235K	0.1%	134

Other funds holding PFFV

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Integral Investment Advisors's PFFV Position: Q2 2026 in Review

Integral Investment Advisors increased its Global X Variable Rate Preferred ETF (PFFV) stake by 7.2% in Q2 2026, buying an estimated $173K and bringing the position to 116,315 shares worth $2.56M. The position accounts for 0.56% of the portfolio, ranked #34.

Integral Investment Advisors first reported a position in PFFV in Q1 2024 and has held it in 10 quarters since. 6 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Integral Investment Advisors held 116,315 shares of Global X Variable Rate Preferred ETF worth $2.56M as of Q2 2026.
Integral Investment Advisors bought 7,783 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $173K.
Global X Variable Rate Preferred ETF made up 0.56% of Integral Investment Advisors's portfolio in Q2 2026, its #34 holding.
Integral Investment Advisors first reported a position in Global X Variable Rate Preferred ETF in Q1 2024 and has held it in 10 quarters since.
6 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.