RJA
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Raymond James & Associates’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Raymond James & Associates’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
-20,086
Closed -$472K – 4028
2022
Q3 		$472K Buy
20,086
+2,614
+15% +$63.5K ﹤0.01% 2902
2022
Q2 		$422K Buy
+17,472
New +$431K ﹤0.01% 3016

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

Raymond James & Associates's PFFV Position: Q4 2022 in Review

Raymond James & Associates sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2022, closing a stake of 20,086 shares — an estimated $472K sold.

Raymond James & Associates first reported a position in PFFV in Q2 2022 and held it in 2 quarters. The position peaked at $472K in Q3 2022. 59 funds tracked by Wall St. Rank hold PFFV as of Q4 2022.

  • Raymond James & Associates reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2022 after selling out during the quarter.
  • Raymond James & Associates sold 20,086 Global X Variable Rate Preferred ETF shares in Q4 2022, an estimated $472K.
  • Raymond James & Associates first reported a position in Global X Variable Rate Preferred ETF in Q2 2022 and held it in 2 quarters.
  • Raymond James & Associates's Global X Variable Rate Preferred ETF position peaked at $472K in Q3 2022.
  • 59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2022.

Based on Raymond James & Associates's 13F filing for Q4 2022, filed 8 Feb 2023.