Seed Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Seed Wealth Management’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 Q3	–	Sell	-22,100	Closed	-$487K	–	93
2026 Q2	$487K	Sell	22,100 -7,600	-26%	-$169K	0.31%	52
2026 Q1	$648K	Hold	29,700	–	–	0.45%	39
2025 Q4	$660K	Hold	29,700	–	–	0.46%	39
2025 Q3	$687K	Sell	29,700 -1,000	-3%	-$23.1K	0.47%	41
2025 Q2	$700K	Sell	30,700 -2,725	-8%	-$62.5K	0.52%	49
2025 Q1	$791K	Sell	33,425 -16,450	-33%	-$393K	0.64%	41
2024 Q4	$1.18M	Hold	49,875	–	–	0.95%	28
2024 Q3	$1.2M	Sell	49,875 -350	-0.7%	-$8.33K	0.96%	27
2024 Q2	$1.19M	Sell	50,225 -8,830	-15%	-$208K	1.03%	24
2024 Q1	$1.4M	Sell	59,055 -3,800	-6%	-$89.6K	1.34%	17
2023 Q4	$1.45M	Sell	62,855 -9,830	-14%	-$223K	1.47%	16
2023 Q3	$1.67M	Sell	72,685 -14,435	-17%	-$328K	1.88%	14
2023 Q2	$1.95M	Buy	87,120 +41,461	+91%	+$922K	2.06%	13
2023 Q1	$1.04M	Buy	45,659 +1,145	+3%	+$27K	1.18%	23
2022 Q4	$1M	Buy	+44,514	New	+$1.02M	1.15%	23

Other funds holding PFFV

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Acorn Wealth Advisors Grand Blanc, Michigan $407M AUM 14.44% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Seed Wealth Management's PFFV Position: Q3 2026 in Review

Seed Wealth Management sold out of Global X Variable Rate Preferred ETF (PFFV) in Q3 2026, closing a stake of 22,100 shares — an estimated $487K sold.

Seed Wealth Management first reported a position in PFFV in Q4 2022 and held it in 15 quarters. The position peaked at $1.95M in Q2 2023. 14 funds tracked by Wall St. Rank hold PFFV as of Q3 2026.

Seed Wealth Management reported no remaining Global X Variable Rate Preferred ETF position as of Q3 2026 after selling out during the quarter.
Seed Wealth Management sold 22,100 Global X Variable Rate Preferred ETF shares in Q3 2026, an estimated $487K.
Seed Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2022 and held it in 15 quarters.
Seed Wealth Management's Global X Variable Rate Preferred ETF position peaked at $1.95M in Q2 2023.
14 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2026.

Based on Seed Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.