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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

GAM

Gotham Asset Management New York $43B AUM 34.97% 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. 71 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.
71 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.