Jeff Yass’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Jeff Yass’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	$413K	Buy	+18,728	New	+$416K	﹤0.01%	10350
2025 Q2	–	Sell	-16,968	Closed	-$401K	–	13467
2025 Q1	$401K	Sell	16,968 -5,511	-25%	-$132K	﹤0.01%	9386
2024 Q4	$530K	Buy	+22,479	New	+$540K	﹤0.01%	8519
2023 Q4	–	Sell	-11,596	Closed	-$266K	–	13063
2023 Q3	$266K	Sell	11,596 -4,391	-27%	-$99.7K	﹤0.01%	9621
2023 Q2	$357K	Sell	15,987 -52,151	-77%	-$1.16M	﹤0.01%	9081
2023 Q1	$1.56M	Sell	68,138 -10,755	-14%	-$253K	﹤0.01%	5716
2022 Q4	$1.78M	Buy	+78,893	New	+$1.81M	﹤0.01%	4936
2022 Q3	–	Sell	-12,667	Closed	-$306K	–	13896
2022 Q2	$306K	Sell	12,667 -9,186	-42%	-$227K	﹤0.01%	9519
2022 Q1	$570K	Buy	21,853 +12,046	+123%	+$318K	﹤0.01%	8649
2021 Q4	$272K	Buy	+9,807	New	+$272K	﹤0.01%	10718
2021 Q3	–	Sell	-7,252	Closed	-$206K	–	13346
2021 Q2	$206K	Sell	7,252 -7,328	-50%	-$205K	﹤0.01%	11542
2021 Q1	$404K	Buy	+14,580	New	+$397K	﹤0.01%	9964
2020 Q4	–	Sell	-82,544	Closed	-$2.15M	–	11548
2020 Q3	$2.15M	Sell	82,544 -17,355	-17%	-$447K	﹤0.01%	4475
2020 Q2	$2.44M	Buy	+99,899	New	+$2.46M	﹤0.01%	4135

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

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

Jeff Yass's PFFV Position: Q2 2026 in Review

Jeff Yass opened a new position in Global X Variable Rate Preferred ETF (PFFV) in Q2 2026: 18,728 shares worth $413K. The stake represents ﹤0.01% of the portfolio and ranks #10350 among its holdings. This is a return to the name: Jeff Yass previously reported a position in PFFV as recently as Q1 2025.

Jeff Yass first reported a position in PFFV in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.44M in Q2 2020. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Jeff Yass held 18,728 shares of Global X Variable Rate Preferred ETF worth $413K as of Q2 2026.
Global X Variable Rate Preferred ETF was a new Jeff Yass position in Q2 2026.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10350 holding.
Jeff Yass first reported a position in Global X Variable Rate Preferred ETF in Q2 2020 and has held it in 14 quarters since.
Jeff Yass's Global X Variable Rate Preferred ETF position peaked at $2.44M in Q2 2020.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.