Morgan Stanley
PFFV icon

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
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 Sell
817,236
-236,408
-22% -$5.58M ﹤0.01% 2735
2023
Q4 		$24.4M Buy
1,053,644
+570,238
+118% +$13M ﹤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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

Morgan Stanley's PFFV Position: Q1 2026 in Review

Morgan Stanley increased its Global X Variable Rate Preferred ETF (PFFV) stake by 5.5% in Q1 2026, buying an estimated $2.66M and bringing the position to 2,292,260 shares worth $50M. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Morgan Stanley first reported a position in PFFV in Q1 2022 and has held it in 17 quarters since. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • Morgan Stanley held 2,292,260 shares of Global X Variable Rate Preferred ETF worth $50M as of Q1 2026.
  • Morgan Stanley bought 118,961 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $2.66M.
  • Global X Variable Rate Preferred ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2095 holding.
  • Morgan Stanley first reported a position in Global X Variable Rate Preferred ETF in Q1 2022 and has held it in 17 quarters since.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.