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Global X Variable Rate Preferred ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.2M +$3.61M +151,434 +12%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$6.99M +$872K +36,525 +14%
AI
3
AXS Investments
New York
$6.47M +$6.53M +273,450 New
Bank of America
4
Bank of America
North Carolina
$5.69M +$4.81M +201,690 +521%
IAA
5
Ironsides Asset Advisors
North Carolina
$5.38M +$2.07M +86,713 +62%
BFC
6
Bedel Financial Consulting
Indiana
$5.24M +$9.71K +407 +0.2%
Creative Planning
7
Creative Planning
Kansas
$5.16M +$391K +16,372 +8%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.16M +$2.21M +92,533 +111%
IPAM
9
Investment Partners Asset Management
New Jersey
$3.95M +$187K +7,832 +5%
LGW
10
Leslie Global Wealth
Illinois
$3.65M -$20.2K -845 -0.5%
LPL Financial
11
LPL Financial
California
$3.41M +$213K +8,926 +7%
TW
12
Trajan Wealth
Arizona
$2.43M +$2.45M +102,760 New
PGAM
13
Princeton Global Asset Management
New Jersey
$2.22M +$129K +5,397 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.97M +$44.1K +1,847 +2%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.79M +$9.95K +417 +0.6%
CMMS
16
Comprehensive Money Management Services
Florida
$1.46M +$32.2K +1,350 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$1.41M +$1.42M +59,673 New
AFP
18
Ausdal Financial Partners
Iowa
$1.36M +$119K +4,977 +9%
CWM
19
Congress Wealth Management
Massachusetts
$1.29M +$917K +38,403 +241%
IIA
20
Integral Investment Advisors
California
$1.2M +$204K +8,537 +20%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.14M +$296K +12,410 +35%
GAM
22
Gotham Asset Management
New York
$986K +$995K +41,672 New
SWM
23
Seed Wealth Management
Illinois
$791K -$393K -16,450 -33%
Comerica Bank
24
Comerica Bank
Texas
$762K -$1.84K -77 -0.2%
PFS
25
Prospera Financial Services
Texas
$699K -$88.4K -3,705 -11%