PWM
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Paulson Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Paulson 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
2025
Q3 		– Sell
-12,746
Closed -$291K – 141
2025
Q2 		$291K Hold
12,746
– – 0.08% 116
2025
Q1 		$302K Sell
12,746
-17
-0.1% -$406 0.08% 105
2024
Q4 		$301K Sell
12,763
-6,953
-35% -$167K 0.08% 112
2024
Q3 		$474K Sell
19,716
-1,164
-6% -$27.7K 0.13% 88
2024
Q2 		$494K Sell
20,880
-676
-3% -$15.9K 0.14% 77
2024
Q1 		$510K Sell
21,556
-3,131
-13% -$73.9K 0.15% 73
2023
Q4 		$572K Sell
24,687
-62,480
-72% -$1.42M 0.18% 66
2023
Q3 		$2M Buy
87,167
+1,319
+2% +$30K 0.7% 26
2023
Q2 		$1.92M Buy
85,848
+224
+0.3% +$4.98K 0.65% 27
2023
Q1 		$1.96M Buy
85,624
+3,778
+5% +$88.9K 0.87% 17
2022
Q4 		$1.84M Sell
81,846
-40,486
-33% -$930K 0.9% 17
2022
Q3 		$2.87M Buy
122,332
+2,624
+2% +$63.7K 1.55% 14
2022
Q2 		$2.89M Sell
119,708
-2,979
-2% -$73.5K 1.52% 11
2022
Q1 		$3.2M Sell
122,687
-4,851
-4% -$128K 1.46% 11
2021
Q4 		$3.54M Buy
+127,538
New +$3.54M 1.58% 12

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Paulson Wealth Management's PFFV Position: Q3 2025 in Review

Paulson Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q3 2025, closing a stake of 12,746 shares — an estimated $291K sold.

Paulson Wealth Management first reported a position in PFFV in Q4 2021 and held it in 15 quarters. The position peaked at $3.54M in Q4 2021. 68 funds tracked by Wall St. Rank hold PFFV as of Q3 2025.

  • Paulson Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • Paulson Wealth Management sold 12,746 Global X Variable Rate Preferred ETF shares in Q3 2025, an estimated $291K.
  • Paulson Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2021 and held it in 15 quarters.
  • Paulson Wealth Management's Global X Variable Rate Preferred ETF position peaked at $3.54M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2025.

Based on Paulson Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.