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 Q2	$1.08M	Buy	48,964 +7,654	+19%	+$170K	0.02%	274
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 $1.89T AUM 35.08% 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

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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $427M AUM 17.24% 1-Year Est. Return

BFC

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGW

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

SBI Securities's PFFV Position: Q2 2026 in Review

SBI Securities increased its Global X Variable Rate Preferred ETF (PFFV) stake by 19% in Q2 2026, buying an estimated $170K and bringing the position to 48,964 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #274.

SBI Securities first reported a position in PFFV in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

SBI Securities held 48,964 shares of Global X Variable Rate Preferred ETF worth $1.08M as of Q2 2026.
SBI Securities bought 7,654 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $170K.
Global X Variable Rate Preferred ETF made up 0.02% of SBI Securities's portfolio in Q2 2026, its #274 holding.
SBI Securities first reported a position in Global X Variable Rate Preferred ETF in Q4 2024 and has held it in 7 quarters since.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.