MWM
PFFV icon

Meridian Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Meridian Wealth Management’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
2023
Q1 		– Sell
-24,347
Closed -$548K – 560
2022
Q4 		$548K Buy
+24,347
New +$559K 0.05% 293

Other funds holding PFFV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

Meridian Wealth Management's PFFV Position: Q1 2023 in Review

Meridian Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2023, closing a stake of 24,347 shares — an estimated $548K sold.

Meridian Wealth Management first reported a position in PFFV in Q4 2022 and held it in 1 quarter. The position peaked at $548K in Q4 2022. 59 funds tracked by Wall St. Rank hold PFFV as of Q1 2023.

  • Meridian Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • Meridian Wealth Management sold 24,347 Global X Variable Rate Preferred ETF shares in Q1 2023, an estimated $548K.
  • Meridian Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2022 and held it in 1 quarter.
  • Meridian Wealth Management's Global X Variable Rate Preferred ETF position peaked at $548K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2023.

Based on Meridian Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.