Strategic Wealth Partners’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
+16,696
| New | +$381K | 0.03% | 244 |
|
|
2024
Q4 | $483K | Sell |
20,207
-1,416
| -7% | -$33.9K | 0.04% | 215 |
|
|
2024
Q3 | $520K | Sell |
21,623
-1,883
| -8% | -$45.3K | 0.05% | 203 |
|
|
2024
Q2 | $556K | Sell |
23,506
-3,334
| -12% | -$78.8K | 0.06% | 185 |
|
|
2024
Q1 | $636K | Sell |
26,840
-843
| -3% | -$20K | 0.07% | 170 |
|
|
2023
Q4 | $641K | Sell |
27,683
-3,386
| -11% | -$78.4K | 0.08% | 162 |
|
|
2023
Q3 | $713K | Sell |
31,069
-234
| -0.7% | -$5.37K | 0.09% | 174 |
|
|
2023
Q2 | $699K | Sell |
31,303
-4,148
| -12% | -$92.6K | 0.09% | 178 |
|
|
2023
Q1 | $810K | Buy |
35,451
+3,599
| +11% | +$82.3K | 0.12% | 143 |
|
|
2022
Q4 | $717K | Sell |
31,852
-895
| -3% | -$20.1K | 0.13% | 146 |
|
|
2022
Q3 | $769K | Buy |
32,747
+4,519
| +16% | +$106K | 0.16% | 142 |
|
|
2022
Q2 | $682K | Buy |
+28,228
| New | +$682K | 0.15% | 143 |
|