Texas Yale Capital Corp’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Texas Yale Capital Corp’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	$1.34M	Buy	60,818 +9,771	+19%	+$217K	0.03%	264
2026 Q1	$1.11M	Buy	51,047 +19,213	+60%	+$430K	0.03%	272
2025 Q4	$707K	Buy	31,834 +14,471	+83%	+$329K	0.02%	324
2025 Q3	$401K	Buy	17,363 +6,520	+60%	+$151K	0.01%	383
2025 Q2	$247K	Sell	10,843 -9,200	-46%	-$211K	0.01%	425
2025 Q1	$474K	Buy	20,043 +3,775	+23%	+$90.1K	0.02%	337
2024 Q4	$383K	Hold	16,268	–	–	0.02%	356
2024 Q3	$391K	Hold	16,268	–	–	0.02%	360
2024 Q2	$385K	Hold	16,268	–	–	0.02%	346
2024 Q1	$385K	Hold	16,268	–	–	0.02%	348
2023 Q4	$377K	Hold	16,268	–	–	0.02%	344
2023 Q3	$374K	Sell	16,268 -1,363	-8%	-$31K	0.02%	336
2023 Q2	$394K	Buy	17,631 +3,500	+25%	+$77.8K	0.02%	336
2023 Q1	$323K	Hold	14,131	–	–	0.02%	368
2022 Q4	$318K	Sell	14,131 -5,809	-29%	-$133K	0.02%	370
2022 Q3	$468K	Sell	19,940 -13,840	-41%	-$336K	0.03%	322
2022 Q2	$816K	Buy	33,780 +7,690	+29%	+$190K	0.05%	257
2022 Q1	$680K	Buy	26,090 +125	+0.5%	+$3.3K	0.04%	287
2021 Q4	$720K	Buy	25,965 +5,800	+29%	+$161K	0.04%	284
2021 Q3	$567K	Buy	20,165 +6,000	+42%	+$169K	0.03%	305
2021 Q2	$402K	Buy	14,165 +1,265	+10%	+$35.3K	0.02%	340
2021 Q1	$357K	Buy	+12,900	New	+$351K	0.02%	343

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

Texas Yale Capital Corp's PFFV Position: Q2 2026 in Review

Texas Yale Capital Corp increased its Global X Variable Rate Preferred ETF (PFFV) stake by 19% in Q2 2026, buying an estimated $217K and bringing the position to 60,818 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #264.

Texas Yale Capital Corp first reported a position in PFFV in Q1 2021 and has held it in 22 quarters since. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

Texas Yale Capital Corp held 60,818 shares of Global X Variable Rate Preferred ETF worth $1.34M as of Q2 2026.
Texas Yale Capital Corp bought 9,771 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $217K.
Global X Variable Rate Preferred ETF made up 0.03% of Texas Yale Capital Corp's portfolio in Q2 2026, its #264 holding.
Texas Yale Capital Corp first reported a position in Global X Variable Rate Preferred ETF in Q1 2021 and has held it in 22 quarters since.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.