IPAM
Investment Partners Asset Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
191,816
+24,954
| +15% | +$569K | 3.04% | 4 |
|
|
2025
Q1 | $3.95M | Buy |
166,862
+7,832
| +5% | +$185K | 3.1% | 4 |
|
|
2024
Q4 | $3.75M | Buy |
159,030
+6,737
| +4% | +$159K | 2.94% | 4 |
|
|
2024
Q3 | $3.66M | Buy |
152,293
+7,332
| +5% | +$176K | 3% | 4 |
|
|
2024
Q2 | $3.43M | Buy |
144,961
+11,307
| +8% | +$267K | 3.06% | 4 |
|
|
2024
Q1 | $3.16M | Buy |
133,654
+3,535
| +3% | +$83.7K | 2.86% | 4 |
|
|
2023
Q4 | $3.01M | Buy |
+130,119
| New | +$3.01M | 3% | 5 |
|