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Sterling Investment Advisors (Pennsylvania)’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q2 		– Sell
-350
Closed -$9K – 602
2022
Q1 		$9K Hold
350
– – ﹤0.01% 446
2021
Q4 		$10K Buy
+350
New +$9.7K ﹤0.01% 438

Other funds holding PFFV

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PFFV Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Global X Variable Rate Preferred ETF (PFFV) in Q2 2022, closing a stake of 350 shares — an estimated $9K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PFFV in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 42 funds tracked by Wall St. Rank hold PFFV as of Q2 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Global X Variable Rate Preferred ETF position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 350 Global X Variable Rate Preferred ETF shares in Q2 2022, an estimated $9K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Global X Variable Rate Preferred ETF in Q4 2021 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Global X Variable Rate Preferred ETF position peaked at $10K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.