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Wealthspire Advisors (New York)’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-51
Closed -$1.18K – 2351
2025
Q3 		$1.18K Buy
+51
New +$1.18K ﹤0.01% 2718

Other funds holding PFFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $180M AUM 24.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
LGW
Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s PFFV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Global X Variable Rate Preferred ETF (PFFV) in Q4 2025, closing a stake of 51 shares — an estimated $1.18K sold.

Wealthspire Advisors (New York) first reported a position in PFFV in Q3 2025 and held it in 1 quarter. The position peaked at $1.18K in Q3 2025. 69 funds tracked by Wall St. Rank hold PFFV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Global X Variable Rate Preferred ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 51 Global X Variable Rate Preferred ETF shares in Q4 2025, an estimated $1.18K.
  • Wealthspire Advisors (New York) first reported a position in Global X Variable Rate Preferred ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Global X Variable Rate Preferred ETF position peaked at $1.18K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.