Joel Greenblatt’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Joel Greenblatt’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	$3.51M	Buy	159,156 +13,569	+9%	+$301K	0.01%	1031
2026 Q1	$3.18M	Buy	145,587 +66,910	+85%	+$1.5M	0.01%	981
2025 Q4	$1.75M	Hold	78,677	–	–	0.01%	1079
2025 Q3	$1.82M	Hold	78,677	–	–	0.01%	1030
2025 Q2	$1.79M	Buy	78,677 +37,005	+89%	+$849K	0.01%	957
2025 Q1	$986K	Buy	+41,672	New	+$995K	0.01%	1012

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

Joel Greenblatt's PFFV Position: Q2 2026 in Review

Joel Greenblatt increased its Global X Variable Rate Preferred ETF (PFFV) stake by 9.3% in Q2 2026, buying an estimated $301K and bringing the position to 159,156 shares worth $3.51M. The position accounts for 0.01% of the portfolio, ranked #1031.

Joel Greenblatt first reported a position in PFFV in Q1 2025 and has held it in 6 quarters since. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Joel Greenblatt held 159,156 shares of Global X Variable Rate Preferred ETF worth $3.51M as of Q2 2026.
Joel Greenblatt bought 13,569 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $301K.
Global X Variable Rate Preferred ETF made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1031 holding.
Joel Greenblatt first reported a position in Global X Variable Rate Preferred ETF in Q1 2025 and has held it in 6 quarters since.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.