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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
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
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
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

Texas Yale Capital Corp's PFFV Position: Q1 2026 in Review

Texas Yale Capital Corp increased its Global X Variable Rate Preferred ETF (PFFV) stake by 60% in Q1 2026, buying an estimated $430K and bringing the position to 51,047 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #272.

Texas Yale Capital Corp first reported a position in PFFV in Q1 2021 and has held it in 21 quarters since. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • Texas Yale Capital Corp held 51,047 shares of Global X Variable Rate Preferred ETF worth $1.11M as of Q1 2026.
  • Texas Yale Capital Corp bought 19,213 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $430K.
  • Global X Variable Rate Preferred ETF made up 0.03% of Texas Yale Capital Corp's portfolio in Q1 2026, its #272 holding.
  • Texas Yale Capital Corp first reported a position in Global X Variable Rate Preferred ETF in Q1 2021 and has held it in 21 quarters since.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.