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

Old Mission 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
2022
Q4 		– Sell
-9,857
Closed -$231K – 1657
2022
Q3 		$231K Buy
+9,857
New +$239K 0.01% 757

Other funds holding PFFV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Old Mission Capital's PFFV Position: Q4 2022 in Review

Old Mission Capital sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2022, closing a stake of 9,857 shares — an estimated $231K sold.

Old Mission Capital first reported a position in PFFV in Q3 2022 and held it in 1 quarter. The position peaked at $231K in Q3 2022. 59 funds tracked by Wall St. Rank hold PFFV as of Q4 2022.

  • Old Mission Capital reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Old Mission Capital sold 9,857 Global X Variable Rate Preferred ETF shares in Q4 2022, an estimated $231K.
  • Old Mission Capital first reported a position in Global X Variable Rate Preferred ETF in Q3 2022 and held it in 1 quarter.
  • Old Mission Capital's Global X Variable Rate Preferred ETF position peaked at $231K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2022.

Based on Old Mission Capital's 13F filing for Q4 2022, filed 14 Feb 2023.