MML Investors Services
PFFV icon

MML Investors Services’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

MML Investors Services’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
2024
Q1 		– Sell
-9,748
Closed -$226K – 2550
2023
Q4 		$226K Buy
+9,748
New +$222K ﹤0.01% 2241
2023
Q1 		– Sell
-99,574
Closed -$2.24M – 2206
2022
Q4 		$2.24M Buy
99,574
+6,598
+7% +$152K 0.01% 781
2022
Q3 		$2.18M Buy
92,976
+3,423
+4% +$83.1K 0.02% 727
2022
Q2 		$2.16M Buy
+89,553
New +$2.21M 0.02% 719

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return

MML Investors Services's PFFV Position: Q1 2024 in Review

MML Investors Services sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2024, closing a stake of 9,748 shares — an estimated $226K sold.

MML Investors Services first reported a position in PFFV in Q2 2022 and held it in 4 quarters. The position peaked at $2.24M in Q4 2022. 63 funds tracked by Wall St. Rank hold PFFV as of Q1 2024.

  • MML Investors Services reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2024 after selling out during the quarter.
  • MML Investors Services sold 9,748 Global X Variable Rate Preferred ETF shares in Q1 2024, an estimated $226K.
  • MML Investors Services first reported a position in Global X Variable Rate Preferred ETF in Q2 2022 and held it in 4 quarters.
  • MML Investors Services's Global X Variable Rate Preferred ETF position peaked at $2.24M in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2024.

Based on MML Investors Services's 13F filing for Q1 2024, filed 14 May 2024.