IPAM
PFFV icon

Investment Partners Asset Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Investment Partners Asset 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
Q2 		$5.69M Buy
258,318
+4,633
+2% +$103K 3.16% 4
2026
Q1 		$5.54M Buy
253,685
+19,384
+8% +$434K 3.42% 3
2025
Q4 		$5.21M Buy
234,301
+25,180
+12% +$572K 3.24% 5
2025
Q3 		$4.83M Buy
209,121
+17,305
+9% +$400K 3.19% 4
2025
Q2 		$4.37M Buy
191,816
+24,954
+15% +$573K 3.04% 4
2025
Q1 		$3.95M Buy
166,862
+7,832
+5% +$187K 3.1% 4
2024
Q4 		$3.75M Buy
159,030
+6,737
+4% +$162K 2.94% 4
2024
Q3 		$3.66M Buy
152,293
+7,332
+5% +$174K 3% 4
2024
Q2 		$3.43M Buy
144,961
+11,307
+8% +$266K 3.06% 4
2024
Q1 		$3.16M Buy
133,654
+3,535
+3% +$83.4K 2.86% 4
2023
Q4 		$3.01M Buy
+130,119
New +$2.96M 3% 5

Other funds holding PFFV

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
LGW
Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Investment Partners Asset Management's PFFV Position: Q2 2026 in Review

Investment Partners Asset Management increased its Global X Variable Rate Preferred ETF (PFFV) stake by 1.8% in Q2 2026, buying an estimated $103K and bringing the position to 258,318 shares worth $5.69M. The position accounts for 3.16% of the portfolio, ranked #4.

Investment Partners Asset Management first reported a position in PFFV in Q4 2023 and has held it in 11 quarters since. 15 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

  • Investment Partners Asset Management held 258,318 shares of Global X Variable Rate Preferred ETF worth $5.69M as of Q2 2026.
  • Investment Partners Asset Management bought 4,633 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $103K.
  • Global X Variable Rate Preferred ETF made up 3.16% of Investment Partners Asset Management's portfolio in Q2 2026, its #4 holding.
  • Investment Partners Asset Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2023 and has held it in 11 quarters since.
  • 15 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.