Mather Group
PFFV icon

Mather Group’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Mather Group’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
Q3 		$371K Buy
17,047
+800
+5% +$17.6K ﹤0.01% 617
2026
Q2 		$358K Sell
16,247
-6,670
-29% -$148K ﹤0.01% 617
2026
Q1 		$500K Buy
+22,917
New +$513K 0.01% 485

Other funds holding PFFV

Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Investment Partners Asset Management
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
APS Management Group
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
Acorn Wealth Advisors
Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Princeton Global Asset Management
Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Mather Group's PFFV Position: Q3 2026 in Review

Mather Group increased its Global X Variable Rate Preferred ETF (PFFV) stake by 4.9% in Q3 2026, buying an estimated $17.6K and bringing the position to 17,047 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Mather Group first reported a position in PFFV in Q1 2026 and has held it in 3 quarters since. The position peaked at $500K in Q1 2026. 13 funds tracked by Wall St. Rank hold PFFV as of Q3 2026.

  • Mather Group held 17,047 shares of Global X Variable Rate Preferred ETF worth $371K as of Q3 2026.
  • Mather Group bought 800 Global X Variable Rate Preferred ETF shares in Q3 2026, an estimated $17.6K.
  • Global X Variable Rate Preferred ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #617 holding.
  • Mather Group first reported a position in Global X Variable Rate Preferred ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's Global X Variable Rate Preferred ETF position peaked at $500K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.