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 Q2	$222K	Buy	+10,066	New	+$224K	﹤0.01%	589
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 $1.89T 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

Segall Bryant & Hamill's PFFV Position: Q2 2026 in Review

Segall Bryant & Hamill opened a new position in Global X Variable Rate Preferred ETF (PFFV) in Q2 2026: 10,066 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Segall Bryant & Hamill previously reported a position in PFFV as recently as Q4 2025.

Segall Bryant & Hamill first reported a position in PFFV in Q3 2024 and has held it in 7 quarters since. The position peaked at $304K in Q4 2024. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Segall Bryant & Hamill held 10,066 shares of Global X Variable Rate Preferred ETF worth $222K as of Q2 2026.
Global X Variable Rate Preferred ETF was a new Segall Bryant & Hamill position in Q2 2026.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Segall Bryant & Hamill's portfolio in Q2 2026, its #589 holding.
Segall Bryant & Hamill first reported a position in Global X Variable Rate Preferred ETF in Q3 2024 and has held it in 7 quarters since.
Segall Bryant & Hamill's Global X Variable Rate Preferred ETF position peaked at $304K in Q4 2024.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.