Strategic Wealth Partners’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Strategic Wealth Partners’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	$161K	Sell	7,330 -4,300	-37%	-$95.5K	0.01%	334
2026 Q1	$254K	Sell	11,630 -2,314	-17%	-$51.8K	0.02%	275
2025 Q4	$310K	Sell	13,944 -619	-4%	-$14.1K	0.02%	264
2025 Q3	$337K	Sell	14,563 -2,133	-13%	-$49.3K	0.03%	270
2025 Q2	$381K	Buy	+16,696	New	+$383K	0.03%	245
2024 Q4	$483K	Sell	20,207 -1,416	-7%	-$34K	0.04%	215
2024 Q3	$520K	Sell	21,623 -1,883	-8%	-$44.8K	0.05%	203
2024 Q2	$556K	Sell	23,506 -3,334	-12%	-$78.5K	0.06%	185
2024 Q1	$636K	Sell	26,840 -843	-3%	-$19.9K	0.07%	170
2023 Q4	$641K	Sell	27,683 -3,386	-11%	-$76.9K	0.08%	162
2023 Q3	$713K	Sell	31,069 -234	-0.7%	-$5.31K	0.09%	174
2023 Q2	$699K	Sell	31,303 -4,148	-12%	-$92.2K	0.09%	178
2023 Q1	$810K	Buy	35,451 +3,599	+11%	+$84.7K	0.12%	143
2022 Q4	$717K	Sell	31,852 -895	-3%	-$20.6K	0.13%	146
2022 Q3	$769K	Buy	32,747 +4,519	+16%	+$110K	0.16%	142
2022 Q2	$682K	Buy	+28,228	New	+$697K	0.15%	143

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

Strategic Wealth Partners's PFFV Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 37% in Q2 2026, selling an estimated $95.5K and leaving 7,330 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #334.

Strategic Wealth Partners first reported a position in PFFV in Q2 2022 and has held it in 16 quarters since. The position peaked at $810K in Q1 2023. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Strategic Wealth Partners held 7,330 shares of Global X Variable Rate Preferred ETF worth $161K as of Q2 2026.
Strategic Wealth Partners sold 4,300 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $95.5K.
Global X Variable Rate Preferred ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #334 holding.
Strategic Wealth Partners first reported a position in Global X Variable Rate Preferred ETF in Q2 2022 and has held it in 16 quarters since.
Strategic Wealth Partners's Global X Variable Rate Preferred ETF position peaked at $810K in Q1 2023.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.