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 Q2	$11K	Hold	500	–	–	﹤0.01%	1860
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

NBC Securities's PFFV Position: Q2 2026 in Review

NBC Securities held its Global X Variable Rate Preferred ETF (PFFV) position steady in Q2 2026 at 500 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

NBC Securities first reported a position in PFFV in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.6K in Q3 2025. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

NBC Securities held 500 shares of Global X Variable Rate Preferred ETF worth $11K as of Q2 2026.
NBC Securities left its Global X Variable Rate Preferred ETF share count unchanged in Q2 2026.
Global X Variable Rate Preferred ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1860 holding.
NBC Securities first reported a position in Global X Variable Rate Preferred ETF in Q2 2025 and has held it in 5 quarters since.
NBC Securities's Global X Variable Rate Preferred ETF position peaked at $11.6K in Q3 2025.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.