Janney Montgomery Scott’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Janney Montgomery Scott’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	$15.7M	Buy	712,399 +31,365	+5%	+$696K	0.03%	531
2026 Q1	$14.9M	Buy	681,034 +311,788	+84%	+$6.98M	0.04%	436
2025 Q4	$8.21M	Buy	369,246 +41,194	+13%	+$936K	0.02%	695
2025 Q3	$7.58M	Buy	328,052 +55,367	+20%	+$1.28M	0.02%	720
2025 Q2	$6.22M	Buy	272,685 +96,835	+55%	+$2.22M	0.02%	728
2025 Q1	$4.16M	Buy	175,850 +92,533	+111%	+$2.21M	0.01%	845
2024 Q4	$1.96M	Buy	83,317 +62,411	+299%	+$1.5M	0.01%	1158
2024 Q3	$503K	Sell	20,906 -370,360	-95%	-$8.81M	﹤0.01%	1962
2024 Q2	$9.25M	Buy	391,266 +5,610	+1%	+$132K	0.03%	535
2024 Q1	$9.13M	Buy	385,656 +84,582	+28%	+$2M	0.03%	561
2023 Q4	$6.97M	Buy	301,074 +8,410	+3%	+$191K	0.02%	617
2023 Q3	$6.72M	Buy	+292,664	New	+$6.65M	0.03%	563

Other funds holding PFFV

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

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

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 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

Janney Montgomery Scott's PFFV Position: Q2 2026 in Review

Janney Montgomery Scott increased its Global X Variable Rate Preferred ETF (PFFV) stake by 4.6% in Q2 2026, buying an estimated $696K and bringing the position to 712,399 shares worth $15.7M. The position accounts for 0.03% of the portfolio, ranked #531.

Janney Montgomery Scott first reported a position in PFFV in Q3 2023 and has held it in 12 quarters since. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Janney Montgomery Scott held 712,399 shares of Global X Variable Rate Preferred ETF worth $15.7M as of Q2 2026.
Janney Montgomery Scott bought 31,365 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $696K.
Global X Variable Rate Preferred ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q2 2026, its #531 holding.
Janney Montgomery Scott first reported a position in Global X Variable Rate Preferred ETF in Q3 2023 and has held it in 12 quarters since.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.