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

Raymond James Financial’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 Q1	$1.62M	Buy	74,043 +5,676	+8%	+$127K	﹤0.01%	3505
2025 Q4	$1.52M	Buy	68,367 +2,519	+4%	+$57.3K	﹤0.01%	3489
2025 Q3	$1.52M	Buy	65,848 +5,295	+9%	+$122K	﹤0.01%	3386
2025 Q2	$1.38M	Buy	60,553 +880	+1%	+$20.2K	﹤0.01%	3356
2025 Q1	$1.41M	Buy	+59,673	New	+$1.42M	﹤0.01%	3242

Other funds holding PFFV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

Raymond James Financial's PFFV Position: Q1 2026 in Review

Raymond James Financial increased its Global X Variable Rate Preferred ETF (PFFV) stake by 8.3% in Q1 2026, buying an estimated $127K and bringing the position to 74,043 shares worth $1.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3505.

Raymond James Financial first reported a position in PFFV in Q1 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Raymond James Financial held 74,043 shares of Global X Variable Rate Preferred ETF worth $1.62M as of Q1 2026.
Raymond James Financial bought 5,676 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $127K.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3505 holding.
Raymond James Financial first reported a position in Global X Variable Rate Preferred ETF in Q1 2025 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.