Kistler-Tiffany Companies’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$1.24M	Buy	55,405 +22,153	+67%	+$493K	0.2%	96
2023 Q1	$760K	Buy	33,252 +7,241	+28%	+$170K	0.14%	118
2022 Q4	$585K	Sell	26,011 -584	-2%	-$13.4K	0.12%	132
2022 Q3	$624K	Sell	26,595 -1,689	-6%	-$41K	0.14%	110
2022 Q2	$683K	Buy	28,284 +15,369	+119%	+$379K	0.15%	104
2022 Q1	$337K	Buy	+12,915	New	+$341K	0.06%	167

Other funds holding PFFV

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

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

BFC

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

SWM

Seed Wealth Management Evanston, Illinois $158M AUM 17.51% 1-Year Est. Return

PWM

Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

Kistler-Tiffany Companies's PFFV Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Global X Variable Rate Preferred ETF (PFFV) stake by 67% in Q2 2023, buying an estimated $493K and bringing the position to 55,405 shares worth $1.24M. The position accounts for 0.2% of the portfolio, ranked #96.

Kistler-Tiffany Companies first reported a position in PFFV in Q1 2022 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold PFFV as of Q2 2023.

Kistler-Tiffany Companies held 55,405 shares of Global X Variable Rate Preferred ETF worth $1.24M as of Q2 2023.
Kistler-Tiffany Companies bought 22,153 Global X Variable Rate Preferred ETF shares in Q2 2023, an estimated $493K.
Global X Variable Rate Preferred ETF made up 0.2% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #96 holding.
Kistler-Tiffany Companies first reported a position in Global X Variable Rate Preferred ETF in Q1 2022 and has held it in 6 quarters since.
56 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.