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 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

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

Triumph Capital Management's PFFV Position: Q1 2026 in Review

Triumph Capital Management held its Global X Variable Rate Preferred ETF (PFFV) position steady in Q1 2026 at 1,000 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Triumph Capital Management first reported a position in PFFV in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.2K in Q4 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

Triumph Capital Management held 1,000 shares of Global X Variable Rate Preferred ETF worth $21.8K as of Q1 2026.
Triumph Capital Management left its Global X Variable Rate Preferred ETF share count unchanged in Q1 2026.
Global X Variable Rate Preferred ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q1 2026, its #864 holding.
Triumph Capital Management first reported a position in Global X Variable Rate Preferred ETF in Q4 2025 and has held it in 2 quarters since.
Triumph Capital Management's Global X Variable Rate Preferred ETF position peaked at $22.2K in Q4 2025.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.