MFG
PFFV icon

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

Merit Financial 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
2023
Q1 		– Sell
-31,944
Closed -$719K – 695
2022
Q4 		$719K Buy
31,944
+20,759
+186% +$477K 0.03% 352
2022
Q3 		$263K Buy
+11,185
New +$272K 0.01% 466

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

Merit Financial Group's PFFV Position: Q1 2023 in Review

Merit Financial Group sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2023, closing a stake of 31,944 shares — an estimated $719K sold.

Merit Financial Group first reported a position in PFFV in Q3 2022 and held it in 2 quarters. The position peaked at $719K in Q4 2022. 59 funds tracked by Wall St. Rank hold PFFV as of Q1 2023.

  • Merit Financial Group reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 31,944 Global X Variable Rate Preferred ETF shares in Q1 2023, an estimated $719K.
  • Merit Financial Group first reported a position in Global X Variable Rate Preferred ETF in Q3 2022 and held it in 2 quarters.
  • Merit Financial Group's Global X Variable Rate Preferred ETF position peaked at $719K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.