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North Capital’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

North Capital’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
2025
Q4 		– Sell
-1,905
Closed -$44K – 523
2025
Q3 		$44K Buy
1,905
+13
+0.7% +$300 0.03% 236
2025
Q2 		$43.1K Buy
1,892
+34
+2% +$780 0.04% 223
2025
Q1 		$44K Buy
+1,858
New +$44.4K 0.04% 220

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

North Capital's PFFV Position: Q4 2025 in Review

North Capital sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2025, closing a stake of 1,905 shares — an estimated $44K sold.

North Capital first reported a position in PFFV in Q1 2025 and held it in 3 quarters. The position peaked at $44K in Q3 2025. 69 funds tracked by Wall St. Rank hold PFFV as of Q4 2025.

  • North Capital reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 1,905 Global X Variable Rate Preferred ETF shares in Q4 2025, an estimated $44K.
  • North Capital first reported a position in Global X Variable Rate Preferred ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's Global X Variable Rate Preferred ETF position peaked at $44K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.