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NBC Securities’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

NBC Securities’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 		$10.9K Hold
500
– – ﹤0.01% 1913
2025
Q4 		$11.1K Hold
500
– – ﹤0.01% 1992
2025
Q3 		$11.6K Hold
500
– – ﹤0.01% 1970
2025
Q2 		$11K Buy
+500
New +$11.5K ﹤0.01% 1923

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
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

NBC Securities's PFFV Position: Q1 2026 in Review

NBC Securities held its Global X Variable Rate Preferred ETF (PFFV) position steady in Q1 2026 at 500 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

NBC Securities first reported a position in PFFV in Q2 2025 and has held it in 4 quarters since. The position peaked at $11.6K in Q3 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • NBC Securities held 500 shares of Global X Variable Rate Preferred ETF worth $10.9K as of Q1 2026.
  • NBC Securities left its Global X Variable Rate Preferred ETF share count unchanged in Q1 2026.
  • Global X Variable Rate Preferred ETF made up ﹤0.01% of NBC Securities's portfolio in Q1 2026, its #1913 holding.
  • NBC Securities first reported a position in Global X Variable Rate Preferred ETF in Q2 2025 and has held it in 4 quarters since.
  • NBC Securities's Global X Variable Rate Preferred ETF position peaked at $11.6K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.