Wealth Enhancement Advisory Services
PFFV icon

Wealth Enhancement Advisory Services’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Wealth Enhancement Advisory Services’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
Q4 		– Sell
-18,375
Closed -$422K – 2415
2023
Q3 		$422K Buy
+18,375
New +$417K ﹤0.01% 1528

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Wealth Enhancement Advisory Services's PFFV Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2023, closing a stake of 18,375 shares — an estimated $422K sold.

Wealth Enhancement Advisory Services first reported a position in PFFV in Q3 2023 and held it in 1 quarter. The position peaked at $422K in Q3 2023. 60 funds tracked by Wall St. Rank hold PFFV as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 18,375 Global X Variable Rate Preferred ETF shares in Q4 2023, an estimated $422K.
  • Wealth Enhancement Advisory Services first reported a position in Global X Variable Rate Preferred ETF in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Global X Variable Rate Preferred ETF position peaked at $422K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.