Institutional Ownership Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV). We have compiled data on the 65 institutions that hold shares in the stock, with a total of 3.52 Million shares, which have been reported (via 13F filing form) to have a value of $84.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
25,333
shares
|
$602,672
0.61% of portfolio
|
Q3 2023
Added 11.23%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
23,854
shares
|
$567,486
0.19% of portfolio
|
Q4 2024
Added 136.2%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
21,623
shares
|
$514,411
0.05% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
21,429
shares
|
$509,795
0.12% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
19,716
shares
|
$469,043
0.13% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,229
shares
|
$409,877
0.02% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
17,065
shares
|
$405,976
0.0% of portfolio
|
Q4 2022
Added 10.91%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
16,997
shares
|
$404,358
0.0% of portfolio
|
Q4 2024
Reduced 64.75%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
16,268
shares
|
$387,015
0.02% of portfolio
|
Q3 2023
Reduced 7.73%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
14,898
shares
|
$354,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13,532
shares
|
$321,926
0.01% of portfolio
|
Q2 2024
Added 2.44%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
12,786
shares
|
$304,178
0.13% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
12,612
shares
|
$300,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
12,526
shares
|
$297,993
0.0% of portfolio
|
Q3 2024
Reduced 57.62%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
12,277
shares
|
$292,069
0.15% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
12,110
shares
|
$288,096
0.0% of portfolio
|
Q3 2024
Reduced 22.98%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
11,900
shares
|
$283,101
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
10,570
shares
|
$251,460
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
10,195
shares
|
$242,539
0.03% of portfolio
|
Q4 2024
Added 51.64%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
9,564
shares
|
$227,527
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
9,018
shares
|
$214,538
0.06% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
8,779
shares
|
$208,852
0.05% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,543
shares
|
$203,237
0.0% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,219
shares
|
$171,740
0.01% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,218
shares
|
$171,716
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|