SageView Advisory Group’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

SageView Advisory Group’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 Q4	$1.56K	Buy	+70	New	+$1.59K	﹤0.01%	2288

Other funds holding PFFV

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $162M AUM 18.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

SageView Advisory Group's PFFV Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Global X Variable Rate Preferred ETF (PFFV) in Q4 2025: 70 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #2288 among its holdings.

69 funds tracked by Wall St. Rank hold PFFV as of Q4 2025.

SageView Advisory Group held 70 shares of Global X Variable Rate Preferred ETF worth $1.56K as of Q4 2025.
Global X Variable Rate Preferred ETF was a new SageView Advisory Group position in Q4 2025.
Global X Variable Rate Preferred ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2288 holding.
69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.