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 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 $1.66T 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

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Strategic Wealth Partners's PFFV Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 17% in Q1 2026, selling an estimated $51.8K and leaving 11,630 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #275.

Strategic Wealth Partners first reported a position in PFFV in Q2 2022 and has held it in 15 quarters since. The position peaked at $810K in Q1 2023. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Strategic Wealth Partners held 11,630 shares of Global X Variable Rate Preferred ETF worth $254K as of Q1 2026.
Strategic Wealth Partners sold 2,314 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $51.8K.
Global X Variable Rate Preferred ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #275 holding.
Strategic Wealth Partners first reported a position in Global X Variable Rate Preferred ETF in Q2 2022 and has held it in 15 quarters since.
Strategic Wealth Partners's Global X Variable Rate Preferred ETF position peaked at $810K in Q1 2023.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.