NA
PFFV icon

NewEdge Advisors’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

NewEdge Advisors’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 		$582K Buy
26,413
+2,651
+11% +$58.9K ﹤0.01% 2045
2026
Q1 		$519K Buy
23,762
+3,016
+15% +$67.6K ﹤0.01% 1964
2025
Q4 		$461K Sell
20,746
-1,416
-6% -$32.2K ﹤0.01% 2030
2025
Q3 		$512K Buy
22,162
+2,617
+13% +$60.5K ﹤0.01% 1786
2025
Q2 		$446K Buy
19,545
+6,345
+48% +$146K ﹤0.01% 1764
2025
Q1 		$312K Buy
13,200
+3,520
+36% +$84K ﹤0.01% 1870
2024
Q4 		$228K Buy
9,680
+3,244
+50% +$78K ﹤0.01% 2025
2024
Q3 		$155K Buy
6,436
+153
+2% +$3.64K ﹤0.01% 2059
2024
Q2 		$149K Buy
6,283
+2,887
+85% +$67.9K ﹤0.01% 1998
2024
Q1 		$80.4K Sell
3,396
-1,243
-27% -$29.3K ﹤0.01% 2136
2023
Q4 		$107K Buy
4,639
+15
+0.3% +$341 ﹤0.01% 1922
2023
Q3 		$106K Buy
4,624
+33
+0.7% +$749 ﹤0.01% 1816
2023
Q2 		$103K Buy
4,591
+92
+2% +$2.04K ﹤0.01% 1844
2023
Q1 		$103K Sell
4,499
-421
-9% -$9.91K ﹤0.01% 1745
2022
Q4 		$3.53K Buy
+4,920
New +$113K ﹤0.01% 2701

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
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
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
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

NewEdge Advisors's PFFV Position: Q2 2026 in Review

NewEdge Advisors increased its Global X Variable Rate Preferred ETF (PFFV) stake by 11% in Q2 2026, buying an estimated $58.9K and bringing the position to 26,413 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

NewEdge Advisors first reported a position in PFFV in Q4 2022 and has held it in 15 quarters since. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

  • NewEdge Advisors held 26,413 shares of Global X Variable Rate Preferred ETF worth $582K as of Q2 2026.
  • NewEdge Advisors bought 2,651 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $58.9K.
  • Global X Variable Rate Preferred ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2045 holding.
  • NewEdge Advisors first reported a position in Global X Variable Rate Preferred ETF in Q4 2022 and has held it in 15 quarters since.
  • 71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.