KWM
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Kiker Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Kiker Wealth Management’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
2025
Q2 		– Sell
-94
Closed -$2.22K – 741
2025
Q1 		$2.22K Buy
+94
New +$2.24K ﹤0.01% 533

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AI
AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Kiker Wealth Management's PFFV Position: Q2 2025 in Review

Kiker Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q2 2025, closing a stake of 94 shares — an estimated $2.22K sold.

Kiker Wealth Management first reported a position in PFFV in Q1 2025 and held it in 1 quarter. The position peaked at $2.22K in Q1 2025. 69 funds tracked by Wall St. Rank hold PFFV as of Q2 2025.

  • Kiker Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 94 Global X Variable Rate Preferred ETF shares in Q2 2025, an estimated $2.22K.
  • Kiker Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's Global X Variable Rate Preferred ETF position peaked at $2.22K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.