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PUREfi Wealth’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

PUREfi Wealth’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
-10,570
Closed -$241K – 171
2025
Q2 		$241K Hold
10,570
– – 0.19% 138
2025
Q1 		$250K Hold
10,570
– – 0.25% 108
2024
Q4 		$249K Buy
+10,570
New +$254K 0.24% 126

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

PUREfi Wealth's PFFV Position: Q3 2025 in Review

PUREfi Wealth sold out of Global X Variable Rate Preferred ETF (PFFV) in Q3 2025, closing a stake of 10,570 shares — an estimated $241K sold.

PUREfi Wealth first reported a position in PFFV in Q4 2024 and held it in 3 quarters. The position peaked at $250K in Q1 2025. 68 funds tracked by Wall St. Rank hold PFFV as of Q3 2025.

  • PUREfi Wealth reported no remaining Global X Variable Rate Preferred ETF position as of Q3 2025 after selling out during the quarter.
  • PUREfi Wealth sold 10,570 Global X Variable Rate Preferred ETF shares in Q3 2025, an estimated $241K.
  • PUREfi Wealth first reported a position in Global X Variable Rate Preferred ETF in Q4 2024 and held it in 3 quarters.
  • PUREfi Wealth's Global X Variable Rate Preferred ETF position peaked at $250K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2025.

Based on PUREfi Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.