Triumph Capital Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Triumph Capital Management’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 Q3	$21.8K	Hold	1,000	–	–	﹤0.01%	943
2026 Q2	$22K	Hold	1,000	–	–	﹤0.01%	911
2026 Q1	$21.8K	Hold	1,000	–	–	﹤0.01%	864
2025 Q4	$22.2K	Buy	+1,000	New	+$22.7K	﹤0.01%	832

Other funds holding PFFV

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Leslie Global Wealth Itasca, Illinois $272M AUM 14.49% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 31.75% 1-Year Est. Return

LFG Wealth Partners Elizabethtown, Kentucky $240M AUM 41.22% 1-Year Est. Return

Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return

Triumph Capital Management's PFFV Position: Q3 2026 in Review

Triumph Capital Management held its Global X Variable Rate Preferred ETF (PFFV) position steady in Q3 2026 at 1,000 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Triumph Capital Management first reported a position in PFFV in Q4 2025 and has held it in 4 quarters since. The position peaked at $22.2K in Q4 2025. 35 funds tracked by Wall St. Rank hold PFFV as of Q3 2026.

Triumph Capital Management held 1,000 shares of Global X Variable Rate Preferred ETF worth $21.8K as of Q3 2026.
Triumph Capital Management left its Global X Variable Rate Preferred ETF share count unchanged in Q3 2026.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #943 holding.
Triumph Capital Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2025 and has held it in 4 quarters since.
Triumph Capital Management's Global X Variable Rate Preferred ETF position peaked at $22.2K in Q4 2025.
35 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.