Purchases and Sales Made in Q2 2025 in Global X Variable Rate Preferr (PFFV)
This table provides information about the institutional ownership of Global X Variable Rate Preferr (PFFV) during Q2 2025. The information is specifically focused on institutions that hold shares of GLOBAL X VARIABLE RATE PREFERR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
386K+ 26.68% |
$8.64M - $9.03M
|
1.83M
$41.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
108K+ 198.3% |
$2.42M - $2.53M
|
162K
$3.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
96.8K+ 55.07% |
$2.17M - $2.27M
|
273K
$6.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.8K+ 34.58% |
$1.12M - $1.17M
|
194K
$4.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
37K+ 88.8% |
$829K - $867K
|
78.7K
$1.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.1KNew |
$764K - $799K
|
34.1K
$773K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
30.1K+ 59.59% |
$675K - $706K
|
80.7K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
25K+ 14.95% |
$559K - $585K
|
192K
$4.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.7K+ 6.95% |
$375K - $392K
|
257K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
15.9KNew |
$357K - $374K
|
15.9K
$361K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
12.8KNew |
$287K - $300K
|
12.8K
$291K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10.2K+ 44.05% |
$229K - $240K
|
33.5K
$759K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.2K+ 6.58% |
$228K - $238K
|
164K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.14KNew |
$205K - $214K
|
9.14K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.67K+ 55.37% |
$194K - $203K
|
24.3K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.35K+ 48.07% |
$142K - $149K
|
19.5K
$443K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.49K+ 5.92% |
$101K - $105K
|
80.3K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.4KNew |
$76.2K - $79.7K
|
3.4K
$77.1K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.36K+ 13.46% |
$75.3K - $78.7K
|
28.3K
$642K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.82K+ 11.58% |
$63.2K - $66K
|
27.2K
$616K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.44K+ 1.12% |
$54.7K - $57.2K
|
220K
$5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.21K+ 18.77% |
$49.4K - $51.7K
|
14K
$316K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.8KNew |
$40.3K - $42.1K
|
1.8K
$40.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28KNew |
$28.8K - $30.1K
|
1.28K
$29.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.14K+ 8.74% |
$25.6K - $26.8K
|
14.2K
$323K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
915+ 0.98% |
$20.5K - $21.4K
|
94.6K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
880+ 1.47% |
$19.7K - $20.6K
|
60.6K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
549+ 1.7% |
$12.3K - $12.9K
|
32.8K
$743K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$11.2K - $11.7K
|
500
$11.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
346New |
$7.75K - $8.11K
|
346
$7.84K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
300New |
$6.72K - $7.03K
|
300
$6.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
294New |
$6.59K - $6.89K
|
294
$6.66K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
234New |
$5.24K - $5.48K
|
234
$5.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
103+ 0.05% |
$2.31K - $2.41K
|
228K
$5.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
100+ 0.96% |
$2.24K - $2.34K
|
10.5K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
34+ 1.83% |
$762 - $797
|
1.89K
$42.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.31% |
$605 - $633
|
8.86K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26+ 0.43% |
$583 - $609
|
6.14K
$139K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 1.35% |
$247 - $258
|
828
$18.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.01% |
$67.2 - $70.3
|
21.6K
$490K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-66- 0.25% |
$1.48K - $1.55K
|
25.9K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-152- 1.18% |
$3.41K - $3.56K
|
12.7K
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-183- 0.38% |
$4.1K - $4.29K
|
48K
$1.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-500- 3.75% |
$11.2K - $11.7K
|
12.8K
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-565- 0.25% |
$12.7K - $13.2K
|
226K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-586- 2.05% |
$13.1K - $13.7K
|
28.1K
$636K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 1.22% |
$22.8K - $23.8K
|
82.3K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.71K- 12.68% |
$38.2K - $40K
|
11.8K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.04K- 16.38% |
$45.6K - $47.7K
|
10.4K
$236K
|
|