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WhitTier Trust Company’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

WhitTier Trust Company’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 		– Sell
-533
Closed -$12K – 1451
2025
Q4 		$12K Hold
533
– – ﹤0.01% 1000
2025
Q3 		$12.3K Buy
+533
New +$12.3K ﹤0.01% 981

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IAA
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IPAM
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Cambridge Investment Research Advisors
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FWM
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BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
LGW
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WhitTier Trust Company's PFFV Position: Q1 2026 in Review

WhitTier Trust Company sold out of Global X Variable Rate Preferred ETF (PFFV) in Q1 2026, closing a stake of 533 shares — an estimated $12K sold.

WhitTier Trust Company first reported a position in PFFV in Q3 2025 and held it in 2 quarters. The position peaked at $12.3K in Q3 2025. 65 funds tracked by Wall St. Rank hold PFFV as of Q1 2026.

  • WhitTier Trust Company reported no remaining Global X Variable Rate Preferred ETF position as of Q1 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 533 Global X Variable Rate Preferred ETF shares in Q1 2026, an estimated $12K.
  • WhitTier Trust Company first reported a position in Global X Variable Rate Preferred ETF in Q3 2025 and held it in 2 quarters.
  • WhitTier Trust Company's Global X Variable Rate Preferred ETF position peaked at $12.3K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Global X Variable Rate Preferred ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.