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

Spire 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 Q2	$6.61K	Hold	300	–	–	﹤0.01%	1768
2026 Q1	$6.55K	Hold	300	–	–	﹤0.01%	1759
2025 Q4	$6.67K	Hold	300	–	–	﹤0.01%	1846
2025 Q3	$6.94K	Hold	300	–	–	﹤0.01%	1882
2025 Q2	$6.84K	Hold	300	–	–	﹤0.01%	1855
2025 Q1	$7.1K	Hold	300	–	–	﹤0.01%	1954
2024 Q4	$7.07K	Hold	300	–	–	﹤0.01%	1950
2024 Q3	$7.21K	Hold	300	–	–	﹤0.01%	1730
2024 Q2	$7.09K	Hold	300	–	–	﹤0.01%	1739
2024 Q1	$7.1K	Hold	300	–	–	﹤0.01%	1824
2023 Q4	$7.04K	Buy	+300	New	+$6.82K	﹤0.01%	1855

Other funds holding PFFV

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spire Wealth Management's PFFV Position: Q2 2026 in Review

Spire Wealth Management held its Global X Variable Rate Preferred ETF (PFFV) position steady in Q2 2026 at 300 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Spire Wealth Management first reported a position in PFFV in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.21K in Q3 2024. 6 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Spire Wealth Management held 300 shares of Global X Variable Rate Preferred ETF worth $6.61K as of Q2 2026.
Spire Wealth Management left its Global X Variable Rate Preferred ETF share count unchanged in Q2 2026.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1768 holding.
Spire Wealth Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2023 and has held it in 11 quarters since.
Spire Wealth Management's Global X Variable Rate Preferred ETF position peaked at $7.21K in Q3 2024.
6 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.