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 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 $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $162M AUM 18.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $190M AUM 19.48% 1-Year Est. Return

West Michigan Advisors's PFFV Position: Q1 2026 in Review

West Michigan Advisors reduced its Global X Variable Rate Preferred ETF (PFFV) stake by 47% in Q1 2026, selling an estimated $263K and leaving 13,476 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #236.

West Michigan Advisors first reported a position in PFFV in Q3 2024 and has held it in 7 quarters since. The position peaked at $646K in Q2 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

West Michigan Advisors held 13,476 shares of Global X Variable Rate Preferred ETF worth $294K as of Q1 2026.
West Michigan Advisors sold 11,721 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $263K.
Global X Variable Rate Preferred ETF made up 0.06% of West Michigan Advisors's portfolio in Q1 2026, its #236 holding.
West Michigan Advisors first reported a position in Global X Variable Rate Preferred ETF in Q3 2024 and has held it in 7 quarters since.
West Michigan Advisors's Global X Variable Rate Preferred ETF position peaked at $646K in Q2 2025.
65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.