We are live on ! Find out more
PFFV icon

Global X Variable Rate Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$71.1M +$72.6M +2,942,390 New
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$10.7M +$10.9M +442,936 New
BFS
3
Bard Financial Services
Connecticut
$9.71M +$25.5K +1,033 +0.3%
Morgan Stanley
4
Morgan Stanley
New York
$7.28M +$6.93M +280,638 +1,351%
PWM
5
Paulson Wealth Management
Illinois
$2.89M -$73.5K -2,979 -2%
BAM
6
Byrne Asset Management
New Jersey
$2.62M
Truist Financial
7
Truist Financial
North Carolina
$2.51M +$86.4K +3,503 +3%
IAA
8
Ironsides Asset Advisors
North Carolina
$2.44M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.32M +$2.37M +95,962 New
RW
10
RVW Wealth
California
$2.27M +$700K +28,350 +43%
PGAM
11
Princeton Global Asset Management
New Jersey
$2.22M -$311K -12,602 -12%
MML Investors Services
12
MML Investors Services
Massachusetts
$2.16M +$2.21M +89,553 New
CW
13
CreativeOne Wealth
Kansas
$1.96M +$42.5K +1,721 +2%
GWM
14
GSB Wealth Management
Connecticut
$1.6M +$235K +9,529 +17%
BFG
15
Beacon Financial Group
Texas
$1.4M +$63.5K +2,575 +5%
CA
16
Claro Advisors
Massachusetts
$1.18M +$1.2M +48,750 New
EWM
17
Elmwood Wealth Management
California
$1.04M -$488K -19,765 -32%
WKWM
18
Walter & Keenan Wealth Management
Indiana
$972K +$993K +40,250 New
BAM
19
Belpointe Asset Management
Nevada
$966K +$85.7K +3,473 +10%
TYCC
20
Texas Yale Capital Corp
Florida
$816K +$190K +7,690 +29%
RIG
21
Roosevelt Investment Group
New York
$765K +$25.8K +1,046 +3%
KTC
22
Kistler-Tiffany Companies
Pennsylvania
$683K +$379K +15,369 +119%
SWP
23
Strategic Wealth Partners
Ohio
$682K +$697K +28,228 New
LPL Financial
24
LPL Financial
California
$652K +$260K +10,535 +64%
SIA
25
SeaBridge Investment Advisors
New Jersey
$622K -$105K -4,262 -14%