WA
PFFV icon

Wambolt & Associates’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Wambolt & Associates’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
2023
Q2 		– Sell
-16,142
Closed -$370K – 260
2023
Q1 		$370K Buy
+16,142
New +$380K 0.13% 189

Other funds holding PFFV

BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
SWM
Seed Wealth Management Evanston, Illinois $145M AUM 14.79% 1-Year Est. Return
PWM
Paulson Wealth Management Wheaton, Illinois $427M AUM 16.36% 1-Year Est. Return

Wambolt & Associates's PFFV Position: Q2 2023 in Review

Wambolt & Associates sold out of Global X Variable Rate Preferred ETF (PFFV) in Q2 2023, closing a stake of 16,142 shares — an estimated $370K sold.

Wambolt & Associates first reported a position in PFFV in Q1 2023 and held it in 1 quarter. The position peaked at $370K in Q1 2023. 56 funds tracked by Wall St. Rank hold PFFV as of Q2 2023.

  • Wambolt & Associates reported no remaining Global X Variable Rate Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Wambolt & Associates sold 16,142 Global X Variable Rate Preferred ETF shares in Q2 2023, an estimated $370K.
  • Wambolt & Associates first reported a position in Global X Variable Rate Preferred ETF in Q1 2023 and held it in 1 quarter.
  • Wambolt & Associates's Global X Variable Rate Preferred ETF position peaked at $370K in Q1 2023.
  • 56 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2023.

Based on Wambolt & Associates's 13F filing for Q2 2023, filed 3 Aug 2023.