SBI Securities’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

SBI Securities’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	$902K	Buy	41,310 +8,457	+26%	+$189K	0.02%	286
2025 Q4	$730K	Buy	32,853 +811	+3%	+$18.4K	0.02%	320
2025 Q3	$741K	Sell	32,042 -1,440	-4%	-$33.3K	0.02%	315
2025 Q2	$763K	Buy	33,482 +10,238	+44%	+$235K	0.02%	300
2025 Q1	$550K	Buy	23,244 +7,058	+44%	+$168K	0.02%	331
2024 Q4	$382K	Buy	+16,186	New	+$389K	0.01%	400

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

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

SBI Securities's PFFV Position: Q1 2026 in Review

SBI Securities increased its Global X Variable Rate Preferred ETF (PFFV) stake by 26% in Q1 2026, buying an estimated $189K and bringing the position to 41,310 shares worth $902K. The position accounts for 0.02% of the portfolio, ranked #286.

SBI Securities first reported a position in PFFV in Q4 2024 and has held it in 6 quarters since. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

SBI Securities held 41,310 shares of Global X Variable Rate Preferred ETF worth $902K as of Q1 2026.
SBI Securities bought 8,457 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $189K.
Global X Variable Rate Preferred ETF made up 0.02% of SBI Securities's portfolio in Q1 2026, its #286 holding.
SBI Securities first reported a position in Global X Variable Rate Preferred ETF in Q4 2024 and has held it in 6 quarters since.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.