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PFFV icon

Sunbelt Securities’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Sunbelt Securities’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
2024
Q4 		– Sell
-123
Closed -$2.96K – 1898
2024
Q3 		$2.96K Hold
123
– – ﹤0.01% 1549
2024
Q2 		$2.91K Hold
123
– – ﹤0.01% 1487
2024
Q1 		$2.91K Buy
+123
New +$2.9K ﹤0.01% 1459

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $162M AUM 18.81% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sunbelt Securities's PFFV Position: Q4 2024 in Review

Sunbelt Securities sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2024, closing a stake of 123 shares — an estimated $2.96K sold.

Sunbelt Securities first reported a position in PFFV in Q1 2024 and held it in 3 quarters. The position peaked at $2.96K in Q3 2024. 59 funds tracked by Wall St. Rank hold PFFV as of Q4 2024.

  • Sunbelt Securities reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 123 Global X Variable Rate Preferred ETF shares in Q4 2024, an estimated $2.96K.
  • Sunbelt Securities first reported a position in Global X Variable Rate Preferred ETF in Q1 2024 and held it in 3 quarters.
  • Sunbelt Securities's Global X Variable Rate Preferred ETF position peaked at $2.96K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.