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 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

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

Seed Wealth Management's PFFV Position: Q1 2026 in Review

Seed Wealth Management held its Global X Variable Rate Preferred ETF (PFFV) position steady in Q1 2026 at 29,700 shares worth $648K. The position accounts for 0.45% of the portfolio, ranked #39.

Seed Wealth Management first reported a position in PFFV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.95M in Q2 2023. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Seed Wealth Management held 29,700 shares of Global X Variable Rate Preferred ETF worth $648K as of Q1 2026.
Seed Wealth Management left its Global X Variable Rate Preferred ETF share count unchanged in Q1 2026.
Global X Variable Rate Preferred ETF made up 0.45% of Seed Wealth Management's portfolio in Q1 2026, its #39 holding.
Seed Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2022 and has held it in 14 quarters since.
Seed Wealth Management's Global X Variable Rate Preferred ETF position peaked at $1.95M in Q2 2023.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Seed Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.