Global X Variable Rate PrefPFFVETF
13F holders, Q3 2024 (September 30)61holders −3
5new positions
9sold out
$24.05avg. 13F price*
At the end of Q3 2024, 61 institutions reported holding Global X Variable Rate Pref (PFFV) in their 13F filings, down 3 from Q2 2024. 5 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($32.9M), Bedel Financial Consulting, Inc. ($5.6M) and Leslie Global Wealth, LLC ($4.9M).
- Company
- Global X Variable Rate Pref
- CUSIP
- 37954Y376
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.0M |
| Exits | 9 | $2.4M |
All 13F filers, Q2 2024 → Q3 2024: 469,094 shares bought and 609,470 shares sold, net −140,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Morgan Stanley | 0.00% | Add +15.9% | 1,368,734 | $32.9M |
| Bedel Financial Consulting, Inc. | 0.79% | Reduce -4.2% | 231,458 | $5.6M |
| Leslie Global Wealth, LLC | 2.36% | Add +6.6% | 202,006 | $4.9M |
| Creative Planning | 0.00% | Add +31.1% | 171,806 | $4.1M |
| Investment Partners Asset Management, Inc. | 3.00% | Add +5.1% | 152,293 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +112.8% | 102,219 | $2.5M |
| LPL Financial LLC | 0.00% | Add +3.2% | 92,066 | $2.2M |
| Princeton Global Asset Management LLC | 0.41% | Add +1.5% | 87,747 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 71,507 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.4% | 56,436 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -0.1% | 54,646 | $1.3M |
| Seed Wealth Management, Inc. | 0.96% | Reduce -0.7% | 49,875 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -11.2% | 48,224 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | New | 43,328 | $1.0M |
| Ironsides Asset Advisors, LLC | 0.30% | Reduce -1.3% | 42,496 | $1.0M |
| Napa Wealth Management | 0.44% | Add +35.3% | 38,758 | $932K |
| Integral Investment Advisors, Inc. | 0.25% | Add +186.0% | 38,095 | $916K |
| Comerica Bank | 0.00% | Add +2.5% | 35,283 | $849K |
| Prospera Financial Services Inc | 0.02% | No change | 35,088 | $844K |
| Bank of America Corp. | 0.00% | Add +90.3% | 31,606 | $760K |
| Beacon Financial Group | 0.07% | Add +0.3% | 25,573 | $615K |
| Cetera Investment Advisers | 0.00% | Add +19.7% | 25,570 | $615K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -8.0% | 21,623 | $520K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -94.7% | 20,906 | $503K |
| Paulson Wealth Management Inc. | 0.13% | Reduce -5.6% | 19,716 | $474K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +11.1% | 19,351 | $465K |
| FLC Capital Advisors | 0.11% | Add +80.3% | 19,132 | $460K |
| CreativeOne Wealth, LLC | 0.01% | Add +17.2% | 17,229 | $414K |
| US Bancorp \de | 0.00% | No change | 17,065 | $410K |
| Texas Yale Capital Corp. | 0.02% | No change | 16,268 | $391K |
| HRT Financial LP | 0.00% | New | 14,898 | $358K |
| Harbour Investments, Inc. | 0.01% | No change | 13,532 | $325K |
| Segall Bryant & Hamill, LLC | 0.00% | New | 12,612 | $303K |
| Stifel Financial Corp. | 0.00% | Reduce -57.6% | 12,526 | $301K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +16.5% | 12,350 | $297K |
| Joseph P. Lucia & Associates, LLC | 0.13% | Add +5.5% | 12,113 | $291K |
| Corient Private Wealth LP | 0.00% | Reduce -23.0% | 12,110 | $291K |
| West Michigan Advisors, LLC | 0.07% | New | 10,099 | $243K |
| Grey Ledge Advisors, LLC | 0.06% | Add +0.2% | 9,410 | $226K |
| Global Retirement Partners, LLC | 0.01% | Reduce -44.0% | 9,176 | $221K |
| Firestone Capital Management | 0.05% | Add +0.3% | 8,779 | $211K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +18.7% | 8,769 | $211K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | Reduce -59.8% | 8,730 | $210K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -1.6% | 8,644 | $208K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -23.4% | 8,543 | $205K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -88.8% | 8,448 | $203K |
| GeoWealth Management, LLC | 0.01% | Add +2.0% | 7,219 | $174K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 7,218 | $174K |
| Private Trust Co. NA | 0.02% | Add +95.3% | 6,723 | $162K |
| NewEdge Advisors, LLC | 0.00% | Add +2.4% | 6,436 | $155K |
| Cwm, LLC | 0.00% | No change | 4,904 | $118K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 1,780 | $43K |
| Franklin Resources Inc. | 0.00% | Reduce -37.4% | 554 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 484 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 378 | $9K |
| UBS Group AG | 0.00% | Reduce -96.0% | 313 | $8K |
| Spire Wealth Management | 0.00% | No change | 300 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +0.7% | 294 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 183 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 123 | $3K |
| Copley Financial Group, Inc. | 0.00% | — | 61 | $1K |
"% of holder's portfolio" is PFFV's weight in each manager's 13F, not the share of Global X Variable Rate Pref the manager owns.