Stifel Financial’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Stifel Financial’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 Q4	–	Sell	-11,641	Closed	-$269K	–	3675
2025 Q3	$269K	Buy	+11,641	New	+$269K	﹤0.01%	3180
2025 Q2	–	Sell	-11,779	Closed	-$279K	–	3560
2025 Q1	$279K	Sell	11,779 -661	-5%	-$15.8K	﹤0.01%	3015
2024 Q4	$293K	Sell	12,440 -86	-0.7%	-$2.07K	﹤0.01%	2974
2024 Q3	$301K	Sell	12,526 -17,028	-58%	-$405K	﹤0.01%	2961
2024 Q2	$699K	Sell	29,554 -14,744	-33%	-$347K	﹤0.01%	2407
2024 Q1	$1.05M	Buy	+44,298	New	+$1.05M	﹤0.01%	2154

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

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

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

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Stifel Financial's PFFV Position: Q4 2025 in Review

Stifel Financial sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2025, closing a stake of 11,641 shares — an estimated $269K sold.

Stifel Financial first reported a position in PFFV in Q1 2024 and held it in 6 quarters. The position peaked at $1.05M in Q1 2024. 69 funds tracked by Wall St. Rank hold PFFV as of Q4 2025.

Stifel Financial reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2025 after selling out during the quarter.
Stifel Financial sold 11,641 Global X Variable Rate Preferred ETF shares in Q4 2025, an estimated $269K.
Stifel Financial first reported a position in Global X Variable Rate Preferred ETF in Q1 2024 and held it in 6 quarters.
Stifel Financial's Global X Variable Rate Preferred ETF position peaked at $1.05M in Q1 2024.
69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.