Segall Bryant & Hamill’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Segall Bryant & Hamill’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	-10,084	Closed	-$224K	–	629
2025 Q4	$224K	Sell	10,084 -524	-5%	-$11.9K	﹤0.01%	570
2025 Q3	$245K	Buy	10,608 +218	+2%	+$5.04K	﹤0.01%	566
2025 Q2	$237K	Sell	10,390 -2,035	-16%	-$46.7K	﹤0.01%	568
2025 Q1	$294K	Sell	12,425 -492	-4%	-$11.7K	﹤0.01%	568
2024 Q4	$304K	Buy	12,917 +305	+2%	+$7.33K	﹤0.01%	567
2024 Q3	$303K	Buy	+12,612	New	+$300K	﹤0.01%	557

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

Segall Bryant & Hamill's PFFV Position: Q1 2026 in Review

Segall Bryant & Hamill sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2026, closing a stake of 10,084 shares — an estimated $224K sold.

Segall Bryant & Hamill first reported a position in PFFV in Q3 2024 and held it in 6 quarters. The position peaked at $304K in Q4 2024. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Segall Bryant & Hamill reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
Segall Bryant & Hamill sold 10,084 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $224K.
Segall Bryant & Hamill first reported a position in Global X Variable Rate Preferred ETF in Q3 2024 and held it in 6 quarters.
Segall Bryant & Hamill's Global X Variable Rate Preferred ETF position peaked at $304K in Q4 2024.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Segall Bryant & Hamill's 13F filing for Q1 2026, filed 15 May 2026.