PFS
PFFV icon

Prospera Financial Services’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Prospera Financial Services’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 		– Sell
-10,400
Closed -$227K – 1521
2026
Q1 		$227K Sell
10,400
-3,500
-25% -$78.4K ﹤0.01% 1312
2025
Q4 		$309K Sell
13,900
-9,474
-41% -$215K 0.01% 1136
2025
Q3 		$540K Sell
23,374
-704
-3% -$16.3K 0.01% 908
2025
Q2 		$549K Sell
24,078
-5,455
-18% -$125K 0.01% 872
2025
Q1 		$699K Sell
29,533
-3,705
-11% -$88.4K 0.02% 671
2024
Q4 		$783K Sell
33,238
-1,850
-5% -$44.5K 0.02% 611
2024
Q3 		$844K Hold
35,088
– – 0.02% 546
2024
Q2 		$830K Sell
35,088
-280
-0.8% -$6.59K 0.02% 557
2024
Q1 		$838K Buy
35,368
+1,925
+6% +$45.4K 0.02% 542
2023
Q4 		$775K Buy
33,443
+5,100
+18% +$116K 0.03% 532
2023
Q3 		$651K Buy
28,343
+943
+3% +$21.4K 0.03% 536
2023
Q2 		$612K Buy
27,400
+1,650
+6% +$36.7K 0.02% 555
2023
Q1 		$589K Buy
25,750
+2,255
+10% +$53.1K 0.02% 563
2022
Q4 		$529K Buy
+23,495
New +$540K 0.03% 519

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
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 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

Prospera Financial Services's PFFV Position: Q2 2026 in Review

Prospera Financial Services sold out of Global X Variable Rate Preferred ETF (PFFV) in Q2 2026, closing a stake of 10,400 shares — an estimated $227K sold.

Prospera Financial Services first reported a position in PFFV in Q4 2022 and held it in 14 quarters. The position peaked at $844K in Q3 2024. 6 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

  • Prospera Financial Services reported no remaining Global X Variable Rate Preferred ETF position as of Q2 2026 after selling out during the quarter.
  • Prospera Financial Services sold 10,400 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $227K.
  • Prospera Financial Services first reported a position in Global X Variable Rate Preferred ETF in Q4 2022 and held it in 14 quarters.
  • Prospera Financial Services's Global X Variable Rate Preferred ETF position peaked at $844K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.