RJFSA
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Raymond James Financial Services Advisors’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Raymond James Financial Services Advisors’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
2023
Q2 		– Sell
-48,470
Closed -$1.11M – 3334
2023
Q1 		$1.11M Buy
48,470
+5,942
+14% +$140K ﹤0.01% 1842
2022
Q4 		$957K Buy
+42,528
New +$977K ﹤0.01% 1868

Other funds holding PFFV

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

Raymond James Financial Services Advisors's PFFV Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of Global X Variable Rate Preferred ETF (PFFV) in Q2 2023, closing a stake of 48,470 shares — an estimated $1.11M sold.

Raymond James Financial Services Advisors first reported a position in PFFV in Q4 2022 and held it in 2 quarters. The position peaked at $1.11M in Q1 2023. 56 funds tracked by Wall St. Rank hold PFFV as of Q2 2023.

  • Raymond James Financial Services Advisors reported no remaining Global X Variable Rate Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 48,470 Global X Variable Rate Preferred ETF shares in Q2 2023, an estimated $1.11M.
  • Raymond James Financial Services Advisors first reported a position in Global X Variable Rate Preferred ETF in Q4 2022 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's Global X Variable Rate Preferred ETF position peaked at $1.11M in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.