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

LFG Wealth Partners’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	$2.82M	Buy	128,172 +26,711	+26%	+$593K	1.32%	23
2026 Q1	$2.21M	Buy	101,461 +8,738	+9%	+$196K	1.34%	23
2025 Q4	$2.06M	Buy	+92,723	New	+$2.11M	1.31%	25

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

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

LFG Wealth Partners's PFFV Position: Q2 2026 in Review

LFG Wealth Partners increased its Global X Variable Rate Preferred ETF (PFFV) stake by 26% in Q2 2026, buying an estimated $593K and bringing the position to 128,172 shares worth $2.82M. The position accounts for 1.32% of the portfolio, ranked #23.

LFG Wealth Partners first reported a position in PFFV in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

LFG Wealth Partners held 128,172 shares of Global X Variable Rate Preferred ETF worth $2.82M as of Q2 2026.
LFG Wealth Partners bought 26,711 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $593K.
Global X Variable Rate Preferred ETF made up 1.32% of LFG Wealth Partners's portfolio in Q2 2026, its #23 holding.
LFG Wealth Partners first reported a position in Global X Variable Rate Preferred ETF in Q4 2025 and has held it in 3 quarters since.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.