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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
96.8K+ 55.07% |
$2.17M - $2.27M
|
273K
$6.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34.1KNew |
$764K - $799K
|
34.1K
$784K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
30.1K+ 59.59% |
$675K - $706K
|
80.7K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
25K+ 14.95% |
$559K - $585K
|
192K
$4.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
12.8KNew |
$287K - $300K
|
12.8K
$295K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10.2K+ 44.05% |
$229K - $240K
|
33.5K
$770K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.49K+ 5.92% |
$101K - $105K
|
80.3K
$1.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.4KNew |
$76.2K - $79.7K
|
3.4K
$78.2K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.36K+ 13.46% |
$75.3K - $78.7K
|
28.3K
$651K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.82K+ 11.58% |
$63.2K - $66K
|
27.2K
$624K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.44K+ 1.12% |
$54.7K - $57.2K
|
220K
$5.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.8KNew |
$40.3K - $42.1K
|
1.8K
$41.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28KNew |
$28.8K - $30.1K
|
1.28K
$29.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.14K+ 8.74% |
$25.6K - $26.8K
|
14.2K
$327K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
915+ 0.98% |
$20.5K - $21.4K
|
94.6K
$2.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
500New |
$11.2K - $11.7K
|
500
$11.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
346New |
$7.75K - $8.11K
|
346
$7.96K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
294New |
$6.59K - $6.89K
|
294
$6.76K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
234New |
$5.24K - $5.48K
|
234
$5.38K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
103+ 0.05% |
$2.31K - $2.41K
|
228K
$5.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
100+ 0.96% |
$2.24K - $2.34K
|
10.5K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
34+ 1.83% |
$762 - $797
|
1.89K
$43.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.31% |
$605 - $633
|
8.86K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 1.35% |
$247 - $258
|
828
$19K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
3+ 0.01% |
$67.2 - $70.3
|
21.6K
$497K
|
|
|
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
$595K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-183- 0.38% |
$4.1K - $4.29K
|
48K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-500- 3.75% |
$11.2K - $11.7K
|
12.8K
$295K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-565- 0.25% |
$12.7K - $13.2K
|
226K
$5.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 1.22% |
$22.8K - $23.8K
|
82.3K
$1.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-2.35K- 3.8% |
$52.7K - $55.1K
|
59.5K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-2.73K- 8.15% |
$61.1K - $63.8K
|
30.7K
$706K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.51K- 17.38% |
$78.7K - $82.3K
|
16.7K
$384K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.46K- 18.47% |
$122K - $128K
|
24.1K
$554K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-5.94K- 5.78% |
$133K - $139K
|
96.8K
$2.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9.2K- 45.9% |
$206K - $216K
|
10.8K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-10.4K- 48.32% |
$232K - $243K
|
11.1K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-55.8K- 18.9% |
$1.25M - $1.31M
|
240K
$5.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-60.7K- 22.2% |
$1.36M - $1.42M
|
213K
$4.89M
|