UBS Group’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

UBS Group’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	$22	Sell	1 -53,154	-100%	-$1.18M	﹤0.01%	10265
2026 Q1	$1.16M	Buy	53,155 +51,101	+2,488%	+$1.14M	﹤0.01%	5439
2025 Q4	$45.6K	Buy	+2,054	New	+$46.7K	﹤0.01%	7275
2025 Q2	–	Sell	-265	Closed	-$6.27K	–	10694
2025 Q1	$6.27K	Buy	+265	New	+$6.33K	﹤0.01%	8915
2024 Q4	–	Sell	-313	Closed	-$7.53K	–	10273
2024 Q3	$7.53K	Sell	313 -7,586	-96%	-$181K	﹤0.01%	7898
2024 Q2	$187K	Buy	7,899 +7,504	+1,900%	+$177K	﹤0.01%	5708
2024 Q1	$9.35K	Sell	395 -4,881	-93%	-$115K	﹤0.01%	7285
2023 Q4	$122K	Buy	+5,276	New	+$120K	﹤0.01%	6067
2023 Q3	–	Sell	-6,885	Closed	-$154K	–	9845
2023 Q2	$154K	Buy	6,885 +3,662	+114%	+$81.4K	﹤0.01%	5662
2023 Q1	$73.7K	Buy	3,223 +1,250	+63%	+$29.4K	﹤0.01%	6150
2022 Q4	$44.4K	Buy	1,973 +1,237	+168%	+$28.4K	﹤0.01%	6881
2022 Q3	$17K	Buy	+736	New	+$17.9K	﹤0.01%	7611
2022 Q2	–	Sell	-2,400	Closed	-$63K	–	10766
2022 Q1	$63K	Buy	2,400 +1,675	+231%	+$44.2K	﹤0.01%	6261
2021 Q4	$20K	Buy	725 +321	+79%	+$8.9K	﹤0.01%	7845
2021 Q3	$11K	Buy	+404	New	+$11.4K	﹤0.01%	7899

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

UBS Group's PFFV Position: Q2 2026 in Review

UBS Group reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 100% in Q2 2026, selling an estimated $1.18M and leaving 1 share worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #10265.

UBS Group first reported a position in PFFV in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.16M in Q1 2026. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

UBS Group held 1 share of Global X Variable Rate Preferred ETF worth $22 as of Q2 2026.
UBS Group sold 53,154 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $1.18M.
Global X Variable Rate Preferred ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10265 holding.
UBS Group first reported a position in Global X Variable Rate Preferred ETF in Q3 2021 and has held it in 15 quarters since.
UBS Group's Global X Variable Rate Preferred ETF position peaked at $1.16M in Q1 2026.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.