Morgan Stanley’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Morgan Stanley’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	$55.3M	Buy	2,511,491 +219,231	+10%	+$4.87M	﹤0.01%	2125
2026 Q1	$50M	Buy	2,292,260 +118,961	+5%	+$2.66M	﹤0.01%	2095
2025 Q4	$48.3M	Buy	2,173,299 +281,237	+15%	+$6.39M	﹤0.01%	2112
2025 Q3	$43.7M	Buy	1,892,062 +61,004	+3%	+$1.41M	﹤0.01%	2116
2025 Q2	$41.7M	Buy	1,831,058 +385,607	+27%	+$8.85M	﹤0.01%	2098
2025 Q1	$34.2M	Buy	1,445,451 +151,434	+12%	+$3.61M	﹤0.01%	2170
2024 Q4	$30.5M	Sell	1,294,017 -74,717	-5%	-$1.8M	﹤0.01%	2324
2024 Q3	$32.9M	Buy	1,368,734 +187,641	+16%	+$4.47M	﹤0.01%	2275
2024 Q2	$27.9M	Buy	1,181,093 +363,857	+45%	+$8.56M	﹤0.01%	2306
2024 Q1	$19.4M	Buy	817,236 +290,414	+55%	+$6.85M	﹤0.01%	2735
2023 Q4	$12.2M	Buy	526,822 +43,416	+9%	+$987K	﹤0.01%	3154
2023 Q3	$11.1M	Buy	483,406 +57,835	+14%	+$1.31M	﹤0.01%	3031
2023 Q2	$9.5M	Sell	425,571 -10,345	-2%	-$230K	﹤0.01%	3221
2023 Q1	$9.97M	Buy	435,916 +65,328	+18%	+$1.54M	﹤0.01%	3146
2022 Q4	$8.34M	Sell	370,588 -8,960	-2%	-$206K	﹤0.01%	3250
2022 Q3	$8.91M	Buy	379,548 +78,132	+26%	+$1.9M	﹤0.01%	3101
2022 Q2	$7.28M	Buy	301,416 +280,638	+1,351%	+$6.93M	﹤0.01%	3404
2022 Q1	$542K	Buy	+20,778	New	+$549K	﹤0.01%	5360

Other funds holding PFFV

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 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 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

GAM

Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Morgan Stanley's PFFV Position: Q2 2026 in Review

Morgan Stanley increased its Global X Variable Rate Preferred ETF (PFFV) stake by 9.6% in Q2 2026, buying an estimated $4.87M and bringing the position to 2,511,491 shares worth $55.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

Morgan Stanley first reported a position in PFFV in Q1 2022 and has held it in 18 quarters since. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Morgan Stanley held 2,511,491 shares of Global X Variable Rate Preferred ETF worth $55.3M as of Q2 2026.
Morgan Stanley bought 219,231 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $4.87M.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2125 holding.
Morgan Stanley first reported a position in Global X Variable Rate Preferred ETF in Q1 2022 and has held it in 18 quarters since.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.