SageView Advisory Group
PFFV icon

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
2026
Q1 		– Sell
-70
Closed -$1.56K – 1899
2025
Q4 		$1.56K Buy
+70
New +$1.59K ﹤0.01% 2288

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

SageView Advisory Group's PFFV Position: Q1 2026 in Review

SageView Advisory Group sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2026, closing a stake of 70 shares — an estimated $1.56K sold.

SageView Advisory Group first reported a position in PFFV in Q4 2025 and held it in 1 quarter. The position peaked at $1.56K in Q4 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • SageView Advisory Group reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 70 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $1.56K.
  • SageView Advisory Group first reported a position in Global X Variable Rate Preferred ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Global X Variable Rate Preferred ETF position peaked at $1.56K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.