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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
6,436
shares
|
$153,112
0.0% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,094
shares
|
$144,976
0.0% of portfolio
|
Q4 2024
Reduced 33.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,904
shares
|
$116,666
0.0% of portfolio
|
Q2 2024
Reduced 34.42%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,780
shares
|
$42,346
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
554
shares
|
$13,179
0.0% of portfolio
|
Q3 2024
Reduced 37.4%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
484
shares
|
$11,514
0.0% of portfolio
|
Q2 2023
Reduced 36.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
378
shares
|
$8,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
338
shares
|
$8,041
0.0% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
313
shares
|
$7,446
0.0% of portfolio
|
Q3 2024
Reduced 96.04%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
300
shares
|
$7,137
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
183
shares
|
$4,353
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
123
shares
|
$2,926
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
61
shares
|
$1,451
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
9
shares
|
$214
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|