Sound Income Strategies’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Sound Income Strategies’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
2025 Q2	–	Sell	-143	Closed	-$3.37K	–	1680
2025 Q1	$3.37K	Sell	143 -195	-58%	-$4.66K	﹤0.01%	1142
2024 Q4	$7.96K	Buy	338 +44	+15%	+$1.06K	﹤0.01%	890
2024 Q3	$7.07K	Buy	294 +2	+0.7%	+$48	﹤0.01%	873
2024 Q2	$6.91K	Buy	292 +250	+595%	+$5.88K	﹤0.01%	856
2024 Q1	$995	Sell	42 -73	-63%	-$1.72K	﹤0.01%	1175
2023 Q4	$2.66K	Buy	+115	New	+$2.61K	﹤0.01%	1008

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

BFC

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AXS Investments Port Chester, New York $248M AUM 15.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IPAM

Investment Partners Asset Management Metuchen, New Jersey $180M AUM 24.41% 1-Year Est. Return

Sound Income Strategies's PFFV Position: Q2 2025 in Review

Sound Income Strategies sold out of Global X Variable Rate Preferred ETF (PFFV) in Q2 2025, closing a stake of 143 shares — an estimated $3.37K sold.

Sound Income Strategies first reported a position in PFFV in Q4 2023 and held it in 6 quarters. The position peaked at $7.96K in Q4 2024. 69 funds tracked by Wall St. Rank hold PFFV as of Q2 2025.

Sound Income Strategies reported no remaining Global X Variable Rate Preferred ETF position as of Q2 2025 after selling out during the quarter.
Sound Income Strategies sold 143 Global X Variable Rate Preferred ETF shares in Q2 2025, an estimated $3.37K.
Sound Income Strategies first reported a position in Global X Variable Rate Preferred ETF in Q4 2023 and held it in 6 quarters.
Sound Income Strategies's Global X Variable Rate Preferred ETF position peaked at $7.96K in Q4 2024.
69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.