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Joseph P. Lucia & Associates’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Joseph P. Lucia & Associates’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 		$337K Buy
15,283
+425
+3% +$9.44K 0.1% 144
2026
Q1 		$324K Buy
14,858
+3,032
+26% +$67.9K 0.12% 130
2025
Q4 		$263K Sell
11,826
-565
-5% -$12.8K 0.09% 142
2025
Q3 		$286K Sell
12,391
-428
-3% -$9.89K 0.11% 127
2025
Q2 		$292K Sell
12,819
-500
-4% -$11.5K 0.12% 122
2025
Q1 		$315K Buy
13,319
+1,042
+8% +$24.9K 0.14% 108
2024
Q4 		$289K Buy
12,277
+164
+1% +$3.94K 0.13% 104
2024
Q3 		$291K Buy
12,113
+629
+5% +$15K 0.13% 98
2024
Q2 		$272K Hold
11,484
– – 0.14% 99
2024
Q1 		$272K Buy
11,484
+407
+4% +$9.6K 0.15% 98
2023
Q4 		$257K Buy
11,077
+21
+0.2% +$477 0.16% 97
2023
Q3 		$254K Hold
11,056
– – 0.18% 94
2023
Q2 		$247K Hold
11,056
– – 0.17% 96
2023
Q1 		$253K Buy
11,056
+1,040
+10% +$24.5K 0.18% 99
2022
Q4 		$225K Buy
10,016
+565
+6% +$13K 0.17% 101
2022
Q3 		$222K Buy
9,451
+2,684
+40% +$65.2K 0.17% 99
2022
Q2 		$163K Buy
+6,767
New +$167K 0.12% 114

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Cambridge Investment Research Advisors
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
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

Joseph P. Lucia & Associates's PFFV Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Global X Variable Rate Preferred ETF (PFFV) stake by 2.9% in Q2 2026, buying an estimated $9.44K and bringing the position to 15,283 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #144.

Joseph P. Lucia & Associates first reported a position in PFFV in Q2 2022 and has held it in 17 quarters since. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

  • Joseph P. Lucia & Associates held 15,283 shares of Global X Variable Rate Preferred ETF worth $337K as of Q2 2026.
  • Joseph P. Lucia & Associates bought 425 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $9.44K.
  • Global X Variable Rate Preferred ETF made up 0.1% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #144 holding.
  • Joseph P. Lucia & Associates first reported a position in Global X Variable Rate Preferred ETF in Q2 2022 and has held it in 17 quarters since.
  • 71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.