Princeton Global Asset Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Princeton Global Asset 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
2026 Q2	$769K	Sell	34,884 -67,296	-66%	-$1.49M	0.11%	116
2026 Q1	$2.23M	Buy	102,180 +12,027	+13%	+$269K	0.36%	67
2025 Q4	$2M	Sell	90,153 -5,731	-6%	-$130K	0.32%	69
2025 Q3	$2.22M	Buy	95,884 +1,246	+1%	+$28.8K	0.37%	67
2025 Q2	$2.16M	Buy	94,638 +915	+1%	+$21K	0.39%	67
2025 Q1	$2.22M	Buy	93,723 +5,397	+6%	+$129K	0.44%	64
2024 Q4	$2.08M	Buy	88,326 +579	+0.7%	+$13.9K	0.39%	64
2024 Q3	$2.11M	Buy	87,747 +1,333	+2%	+$31.7K	0.41%	63
2024 Q2	$2.04M	Buy	86,414 +375	+0.4%	+$8.82K	0.45%	60
2024 Q1	$2.04M	Sell	86,039 -3,301	-4%	-$77.9K	0.48%	60
2023 Q4	$2.07M	Sell	89,340 -5,464	-6%	-$124K	0.52%	58
2023 Q3	$2.18M	Sell	94,804 -1,745	-2%	-$39.6K	0.62%	57
2023 Q2	$2.16M	Buy	96,549 +114	+0.1%	+$2.54K	0.63%	54
2023 Q1	$2.2M	Sell	96,435 -820	-0.8%	-$19.3K	0.63%	54
2022 Q4	$2.19M	Sell	97,255 -1,692	-2%	-$38.9K	0.71%	50
2022 Q3	$2.32M	Buy	98,947 +6,984	+8%	+$170K	0.81%	43
2022 Q2	$2.22M	Sell	91,963 -12,602	-12%	-$311K	0.72%	46
2022 Q1	$2.73M	Buy	104,565 +10,272	+11%	+$271K	0.76%	41
2021 Q4	$2.62M	Buy	94,293 +93,393	+10,377%	+$2.59M	0.73%	40
2021 Q3	$25K	Buy	+900	New	+$25.4K	0.01%	320

Other funds holding PFFV

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Princeton Global Asset Management's PFFV Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 66% in Q2 2026, selling an estimated $1.49M and leaving 34,884 shares worth $769K. The position accounts for 0.11% of the portfolio, ranked #116.

Princeton Global Asset Management first reported a position in PFFV in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.73M in Q1 2022. 6 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Princeton Global Asset Management held 34,884 shares of Global X Variable Rate Preferred ETF worth $769K as of Q2 2026.
Princeton Global Asset Management sold 67,296 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $1.49M.
Global X Variable Rate Preferred ETF made up 0.11% of Princeton Global Asset Management's portfolio in Q2 2026, its #116 holding.
Princeton Global Asset Management first reported a position in Global X Variable Rate Preferred ETF in Q3 2021 and has held it in 20 quarters since.
Princeton Global Asset Management's Global X Variable Rate Preferred ETF position peaked at $2.73M in Q1 2022.
6 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.