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 63 institutions that hold shares in the stock, with a total of 3.76 Million shares, which have been reported (via 13F filing form) to have a value of $90.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,742
shares
|
$162,212
0.01% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,094
shares
|
$146,621
0.0% of portfolio
|
Q4 2024
Reduced 33.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
4,904
shares
|
$117,990
0.0% of portfolio
|
Q2 2024
Reduced 34.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,450
shares
|
$58,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,916
shares
|
$46,098
0.0% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
966
shares
|
$23,241
0.0% of portfolio
|
Q4 2024
Reduced 97.77%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
484
shares
|
$11,645
0.0% of portfolio
|
Q2 2023
Reduced 36.23%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
338
shares
|
$8,132
0.0% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
300
shares
|
$7,218
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
183
shares
|
$4,402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
61
shares
|
$1,467
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
9
shares
|
$216
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|