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 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 $1.66T 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

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Leslie Global Wealth's PFFV Position: Q1 2026 in Review

Leslie Global Wealth reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 5.7% in Q1 2026, selling an estimated $216K and leaving 159,699 shares worth $3.49M. The position accounts for 1.84% of the portfolio, ranked #13.

Leslie Global Wealth first reported a position in PFFV in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.86M in Q3 2024. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Leslie Global Wealth held 159,699 shares of Global X Variable Rate Preferred ETF worth $3.49M as of Q1 2026.
Leslie Global Wealth sold 9,653 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $216K.
Global X Variable Rate Preferred ETF made up 1.84% of Leslie Global Wealth's portfolio in Q1 2026, its #13 holding.
Leslie Global Wealth first reported a position in Global X Variable Rate Preferred ETF in Q2 2024 and has held it in 8 quarters since.
Leslie Global Wealth's Global X Variable Rate Preferred ETF position peaked at $4.86M in Q3 2024.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Leslie Global Wealth's 13F filing for Q1 2026, filed 15 May 2026.