Oakmont Advisory Group’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Oakmont Advisory Group’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	$4.42K	Buy	+201	New	+$4.46K	﹤0.01%	354

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

Oakmont Advisory Group's PFFV Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Global X Variable Rate Preferred ETF (PFFV) in Q2 2026: 201 shares worth $4.42K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings.

71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Oakmont Advisory Group held 201 shares of Global X Variable Rate Preferred ETF worth $4.42K as of Q2 2026.
Global X Variable Rate Preferred ETF was a new Oakmont Advisory Group position in Q2 2026.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #354 holding.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.