Leslie Global Wealth’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Leslie Global Wealth’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	$3.6M	Buy	163,261 +3,562	+2%	+$79.1K	1.4%	17
2026 Q1	$3.49M	Sell	159,699 -9,653	-6%	-$216K	1.84%	13
2025 Q4	$3.76M	Buy	169,352 +11,272	+7%	+$256K	1.69%	14
2025 Q3	$3.65M	Sell	158,080 -6,284	-4%	-$145K	1.71%	14
2025 Q2	$3.75M	Buy	164,364 +10,153	+7%	+$233K	2%	12
2025 Q1	$3.65M	Sell	154,211 -845	-0.5%	-$20.2K	1.78%	16
2024 Q4	$3.65M	Sell	155,056 -46,950	-23%	-$1.13M	1.7%	17
2024 Q3	$4.86M	Buy	202,006 +12,559	+7%	+$299K	2.36%	17
2024 Q2	$4.48M	Buy	+189,447	New	+$4.46M	2.62%	14

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

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Leslie Global Wealth's PFFV Position: Q2 2026 in Review

Leslie Global Wealth increased its Global X Variable Rate Preferred ETF (PFFV) stake by 2.2% in Q2 2026, buying an estimated $79.1K and bringing the position to 163,261 shares worth $3.6M. The position accounts for 1.4% of the portfolio, ranked #17.

Leslie Global Wealth first reported a position in PFFV in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.86M in Q3 2024. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Leslie Global Wealth held 163,261 shares of Global X Variable Rate Preferred ETF worth $3.6M as of Q2 2026.
Leslie Global Wealth bought 3,562 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $79.1K.
Global X Variable Rate Preferred ETF made up 1.4% of Leslie Global Wealth's portfolio in Q2 2026, its #17 holding.
Leslie Global Wealth first reported a position in Global X Variable Rate Preferred ETF in Q2 2024 and has held it in 9 quarters since.
Leslie Global Wealth's Global X Variable Rate Preferred ETF position peaked at $4.86M in Q3 2024.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.