Northwestern Mutual Wealth Management
PFFV icon

Northwestern Mutual Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q4 		– Sell
-378
Closed -$9.09K – 3814
2024
Q3 		$9.09K Buy
+378
New +$8.99K ﹤0.01% 2718
2022
Q4 		– Sell
-313
Closed -$7K – 3439
2022
Q3 		$7K Buy
+313
New +$7.6K ﹤0.01% 2592

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Northwestern Mutual Wealth Management's PFFV Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2024, closing a stake of 378 shares — an estimated $9.09K sold.

Northwestern Mutual Wealth Management first reported a position in PFFV in Q3 2022 and held it in 2 quarters. The position peaked at $9.09K in Q3 2024. 59 funds tracked by Wall St. Rank hold PFFV as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 378 Global X Variable Rate Preferred ETF shares in Q4 2024, an estimated $9.09K.
  • Northwestern Mutual Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q3 2022 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Global X Variable Rate Preferred ETF position peaked at $9.09K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.