Kestra Advisory Services’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-3,622	Closed	-$80.5K	–	4052
2025 Q4	$80.5K	Buy	+3,622	New	+$82.3K	﹤0.01%	3595
2024 Q4	–	Sell	-8,543	Closed	-$205K	–	2778
2024 Q3	$205K	Sell	8,543 -2,614	-23%	-$62.2K	﹤0.01%	2356
2024 Q2	$264K	Buy	11,157 +1,033	+10%	+$24.3K	﹤0.01%	2197
2024 Q1	$240K	Buy	10,124 +711	+8%	+$16.8K	﹤0.01%	2157
2023 Q4	$218K	Sell	9,413 -2,672	-22%	-$60.7K	﹤0.01%	2055
2023 Q3	$277K	Sell	12,085 -3,514	-23%	-$79.8K	﹤0.01%	1710
2023 Q2	$348K	Buy	15,599 +1,834	+13%	+$40.8K	﹤0.01%	1510
2023 Q1	$315K	Buy	13,765 +1,586	+13%	+$37.3K	﹤0.01%	1532
2022 Q4	$274K	Buy	12,179 +184	+2%	+$4.22K	﹤0.01%	1804
2022 Q3	$282K	Buy	11,995 +128	+1%	+$3.11K	﹤0.01%	1631
2022 Q2	$287K	Buy	11,867 +763	+7%	+$18.8K	﹤0.01%	1659
2022 Q1	$290K	Buy	+11,104	New	+$293K	﹤0.01%	1615

Other funds holding PFFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return

Kestra Advisory Services's PFFV Position: Q1 2026 in Review

Kestra Advisory Services sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2026, closing a stake of 3,622 shares — an estimated $80.5K sold.

Kestra Advisory Services first reported a position in PFFV in Q1 2022 and held it in 12 quarters. The position peaked at $348K in Q2 2023. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Kestra Advisory Services reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,622 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $80.5K.
Kestra Advisory Services first reported a position in Global X Variable Rate Preferred ETF in Q1 2022 and held it in 12 quarters.
Kestra Advisory Services's Global X Variable Rate Preferred ETF position peaked at $348K in Q2 2023.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.