West Michigan Advisors’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

West Michigan Advisors’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	$248K	Sell	11,273 -2,203	-16%	-$48.9K	0.05%	262
2026 Q1	$294K	Sell	13,476 -11,721	-47%	-$263K	0.06%	236
2025 Q4	$561K	Buy	25,197 +498	+2%	+$11.3K	0.13%	155
2025 Q3	$571K	Sell	24,699 -3,626	-13%	-$83.8K	0.14%	134
2025 Q2	$646K	Buy	28,325 +3,360	+13%	+$77.1K	0.18%	96
2025 Q1	$591K	Buy	24,965 +1,111	+5%	+$26.5K	0.2%	88
2024 Q4	$564K	Buy	23,854 +13,755	+136%	+$331K	0.17%	95
2024 Q3	$243K	Buy	+10,099	New	+$240K	0.07%	169

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

West Michigan Advisors's PFFV Position: Q2 2026 in Review

West Michigan Advisors reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 16% in Q2 2026, selling an estimated $48.9K and leaving 11,273 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #262.

West Michigan Advisors first reported a position in PFFV in Q3 2024 and has held it in 8 quarters since. The position peaked at $646K in Q2 2025. 71 funds tracked by Wall St. Rank hold PFFV as of Q2 2026.

West Michigan Advisors held 11,273 shares of Global X Variable Rate Preferred ETF worth $248K as of Q2 2026.
West Michigan Advisors sold 2,203 Global X Variable Rate Preferred ETF shares in Q2 2026, an estimated $48.9K.
Global X Variable Rate Preferred ETF made up 0.05% of West Michigan Advisors's portfolio in Q2 2026, its #262 holding.
West Michigan Advisors first reported a position in Global X Variable Rate Preferred ETF in Q3 2024 and has held it in 8 quarters since.
West Michigan Advisors's Global X Variable Rate Preferred ETF position peaked at $646K in Q2 2025.
71 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.