LPL Financial’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

LPL Financial’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	$6.82M	Buy	309,674 +47,950	+18%	+$1.06M	﹤0.01%	2507
2026 Q1	$5.71M	Buy	261,724 +13	+0%	+$291	﹤0.01%	2508
2025 Q4	$5.82M	Buy	261,711 +27,287	+12%	+$620K	﹤0.01%	2401
2025 Q3	$5.42M	Buy	234,424 +40,636	+21%	+$939K	﹤0.01%	2392
2025 Q2	$4.42M	Buy	193,788 +49,793	+35%	+$1.14M	﹤0.01%	2417
2025 Q1	$3.41M	Buy	143,995 +8,926	+7%	+$213K	﹤0.01%	2457
2024 Q4	$3.18M	Buy	135,069 +43,003	+47%	+$1.03M	﹤0.01%	2455
2024 Q3	$2.21M	Buy	92,066 +2,871	+3%	+$68.3K	﹤0.01%	2626
2024 Q2	$2.11M	Buy	89,195 +11,859	+15%	+$279K	﹤0.01%	2547
2024 Q1	$1.83M	Sell	77,336 -68,107	-47%	-$1.61M	﹤0.01%	2607
2023 Q4	$3.37M	Sell	145,443 -89,204	-38%	-$2.03M	﹤0.01%	1979
2023 Q3	$5.39M	Buy	234,647 +7,054	+3%	+$160K	﹤0.01%	1559
2023 Q2	$5.08M	Buy	227,593 +114,213	+101%	+$2.54M	﹤0.01%	1553
2023 Q1	$2.59M	Buy	113,380 +87,871	+344%	+$2.07M	﹤0.01%	1937
2022 Q4	$574K	Sell	25,509 -3,020	-11%	-$69.3K	﹤0.01%	3123
2022 Q3	$670K	Buy	28,529 +1,551	+6%	+$37.7K	﹤0.01%	2877
2022 Q2	$652K	Buy	26,978 +10,535	+64%	+$260K	﹤0.01%	2957
2022 Q1	$429K	Buy	+16,443	New	+$434K	﹤0.01%	3315

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

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

GAM

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

LPL Financial's PFFV Position: Q2 2026 in Review

LPL Financial increased its Global X Variable Rate Preferred ETF (PFFV) stake by 18% in Q2 2026, buying an estimated $1.06M and bringing the position to 309,674 shares worth $6.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

LPL Financial first reported a position in PFFV in Q1 2022 and has held it in 18 quarters since. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

LPL Financial held 309,674 shares of Global X Variable Rate Preferred ETF worth $6.82M as of Q2 2026.
LPL Financial bought 47,950 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $1.06M.
Global X Variable Rate Preferred ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2507 holding.
LPL Financial first reported a position in Global X Variable Rate Preferred ETF in Q1 2022 and has held it in 18 quarters since.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.