Global X Variable Rate PrefPFFVETF
13F holders, Q4 2024 (December 31)59holders −2
5new positions
10sold out
$23.60avg. 13F price*
At the end of Q4 2024, 59 institutions reported holding Global X Variable Rate Pref (PFFV) in their 13F filings, down 2 from Q3 2024. 5 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($30.5M), Cambridge Investment Research Advisors, Inc. ($6.1M) and Bedel Financial Consulting, Inc. ($5.4M).
- Company
- Global X Variable Rate Pref
- CUSIP
- 37954Y376
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 10 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 544,739 shares bought and 285,728 shares sold, net +259,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Morgan Stanley | 0.00% | Reduce -5.5% | 1,294,017 | $30.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +153.2% | 258,814 | $6.1M |
| Bedel Financial Consulting, Inc. | 0.75% | Reduce -2.3% | 226,252 | $5.4M |
| Creative Planning | 0.00% | Add +17.4% | 201,656 | $4.8M |
| Investment Partners Asset Management, Inc. | 2.94% | Add +4.4% | 159,030 | $3.7M |
| Leslie Global Wealth, LLC | 1.70% | Reduce -23.2% | 155,056 | $3.7M |
| Ironsides Asset Advisors, LLC | 0.95% | Add +231.4% | 140,837 | $3.3M |
| LPL Financial LLC | 0.00% | Add +46.7% | 135,069 | $3.2M |
| Princeton Global Asset Management LLC | 0.39% | Add +0.7% | 88,326 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +298.5% | 83,317 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +14.0% | 81,496 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Add +33.6% | 75,392 | $1.8M |
| Comprehensive Money Management Services LLC | 1.18% | — | 60,463 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -4.0% | 52,446 | $1.2M |
| Seed Wealth Management, Inc. | 0.95% | No change | 49,875 | $1.2M |
| Integral Investment Advisors, Inc. | 0.32% | Add +10.3% | 42,020 | $990K |
| Bank of America Corp. | 0.00% | Add +22.5% | 38,710 | $912K |
| Cetera Investment Advisers | 0.00% | Add +39.7% | 35,726 | $842K |
| Prospera Financial Services Inc | 0.02% | Reduce -5.3% | 33,238 | $783K |
| Napa Wealth Management | 0.33% | Reduce -16.3% | 32,453 | $765K |
| Comerica Bank | 0.00% | Reduce -8.5% | 32,292 | $761K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +34.4% | 26,000 | $613K |
| Beacon Financial Group | 0.07% | Add +0.3% | 25,648 | $605K |
| West Michigan Advisors, LLC | 0.17% | Add +136.2% | 23,854 | $564K |
| Susquehanna International Group, LLP | 0.00% | New | 22,479 | $530K |
| FLC Capital Advisors | 0.12% | Add +12.0% | 21,429 | $505K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -6.5% | 20,207 | $483K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.4% | 17,167 | $405K |
| US Bancorp \de | 0.00% | No change | 17,065 | $402K |
| Truist Financial Corp. | 0.00% | Reduce -64.8% | 16,997 | $401K |
| Texas Yale Capital Corp. | 0.02% | No change | 16,268 | $383K |
| SBI Securities Co., Ltd. | 0.01% | — | 16,186 | $382K |
| CW Advisors, LLC | 0.01% | New | 15,967 | $376K |
| Corient Private Wealth LP | 0.00% | Add +15.2% | 13,951 | $329K |
| Harbour Investments, Inc. | 0.01% | No change | 13,532 | $319K |
| Segall Bryant & Hamill, LLC | 0.00% | Add +2.4% | 12,917 | $304K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +3.5% | 12,786 | $301K |
| Paulson Wealth Management Inc. | 0.08% | Reduce -35.3% | 12,763 | $301K |
| Stifel Financial Corp. | 0.00% | Reduce -0.7% | 12,440 | $293K |
| Joseph P. Lucia & Associates, LLC | 0.13% | Add +1.4% | 12,277 | $289K |
| International Assets Investment Management, LLC | 0.02% | New | 11,900 | $284K |
| PUREfi Wealth, LLC | 0.24% | — | 10,570 | $249K |
| Private Trust Co. NA | 0.02% | Add +51.6% | 10,195 | $240K |
| NewEdge Advisors, LLC | 0.00% | Add +50.4% | 9,680 | $228K |
| Howard Wealth Management, LLC | 0.12% | New | 9,564 | $225K |
| Osaic Holdings, Inc. | 0.00% | Add +31.7% | 9,508 | $224K |
| Grey Ledge Advisors, LLC | 0.05% | Reduce -4.2% | 9,018 | $213K |
| Firestone Capital Management | 0.05% | Add +0.3% | 8,804 | $208K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.6% | 6,742 | $159K |
| Global Retirement Partners, LLC | 0.00% | Reduce -33.6% | 6,094 | $144K |
| Cwm, LLC | 0.00% | No change | 4,904 | $116K |
| Wells Fargo & Company | 0.00% | New | 2,450 | $58K |
| Creative Financial Designs Inc. | 0.00% | Add +7.6% | 1,916 | $45K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.8% | 966 | $23K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 484 | $12K |
| Sound Income Strategies, LLC | 0.00% | Add +15.0% | 338 | $8K |
| Spire Wealth Management | 0.00% | No change | 300 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 183 | $4K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -99.9% | 9 | $212 |
"% 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.