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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
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
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
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

Mather Group's PFFV Position: Q2 2026 in Review

Mather Group reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 29% in Q2 2026, selling an estimated $148K and leaving 16,247 shares worth $358K. 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 2 quarters since. The position peaked at $500K in Q1 2026. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

  • Mather Group held 16,247 shares of Global X Variable Rate Preferred ETF worth $358K as of Q2 2026.
  • Mather Group sold 6,670 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $148K.
  • Global X Variable Rate Preferred ETF made up ﹤0.01% of Mather Group's portfolio in Q2 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 2 quarters since.
  • Mather Group's Global X Variable Rate Preferred ETF position peaked at $500K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.