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Disclosery

PFFV GLOBAL X FDS

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RATE PREFERRED (fund)

67 managers (67 13F filers) reported a position in PFFV shares at 2025-03-31, 4,866,788 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
67
13F filers
67
New
12
Added
28
Reduced
16
Sold out
4
Shares held by filers
4,866,788

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,445,451$34.2M<0.01%+151,43413F-HRTimelineGroup
Cambridge Investment Research Advisors,…295,339$6.99M0.02%+36,52513F-HRTimeline
AXS Investments LLC273,450$6.47M1.79%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/240,400$5.69M<0.01%+201,69013F-HRTimelineGroup
Ironsides Asset Advisors, LLC227,550$5.38M1.58%+86,71313F-HRTimeline
Bedel Financial Consulting, Inc.226,659$5.24M0.75%+40713F-HRTimeline
Creative Planningin group Creative Planning218,028$5.16M<0.01%+16,37213F-HRTimelineGroup
Janney Montgomery Scott LLC175,850$4.16M0.01%+92,53313F-HRTimeline
Investment Partners Asset Management, I…166,862$3.95M3.1%+7,83213F-HRTimeline
Leslie Global Wealth, LLC154,211$3.65M1.78%-84513F-HRTimeline
LPL Financial LLC143,995$3.41M<0.01%+8,92613F-HRTimeline
Trajan Wealth LLC102,760$2.43M0.13%new13F-HRTimeline
Princeton Global Asset Management LLC93,723$2.22M0.44%+5,39713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC83,343$1.97M<0.01%+1,84713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…75,809$1.79M<0.01%+41713F-HRTimelineGroup
Comprehensive Money Management Services…61,813$1.46M1.18%+1,35013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,673$1.41M<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.57,423$1.36M0.1%+4,97713F-HRTimeline
CW Advisors, LLC54,370$1.29M0.02%+38,40313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.50,557$1.2M0.38%+8,53713F-HRTimeline
Cetera Investment Advisers48,136$1.14M<0.01%+12,41013F-HRTimeline
Gotham Asset Management, LLC41,672$986K0.01%new13F-HRTimeline
Seed Wealth Management, Inc.33,425$791K0.64%-16,45013F-HRTimeline
COMERICA BANK32,215$762K<0.01%-7713F-HRTimeline
Prospera Financial Services Inc29,533$699K0.02%-3,70513F-HRTimeline
NAPA WEALTH MANAGEMENT28,641$678K0.38%-3,81213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,923$613K0.01%-7713F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC24,965$591K0.2%+1,11113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,334$576K<0.01%+7,33713F-HRTimelineGroup
SBI Securities Co., Ltd.23,244$550K0.02%+7,05813F-HRTimeline
BEACON FINANCIAL GROUP21,620$512K0.06%-4,02813F-HRTimeline
FLC Capital Advisors21,429$507K0.11%013F-HRTimeline
Texas Yale Capital Corp.20,043$474K0.02%+3,77513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,065$404K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,968$401K<0.01%-5,51113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,316$386K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,656$370K0.01%-1,51113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,532$320K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,466$319K<0.01%-48513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,459$318K<0.01%+3,95113F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC13,319$315K0.14%+1,04213F-HRTimeline
NewEdge Advisors, LLC13,200$312K<0.01%+3,52013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC13,083$310K0.17%+3,51913F-HRTimeline
Acorn Wealth Advisors, LLC12,843$304K0.13%+5713F-HRTimeline
Paulson Wealth Management Inc.12,746$302K0.08%-1713F-HRTimeline
SFI Advisors, LLC12,519$296K0.22%new13F-HRTimeline
SEGALL BRYANT & HAMILL, LLC12,425$294K<0.01%-49213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,900$282K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,779$279K<0.01%-66113F-HRTimelineGroup
PUREfi Wealth, LLC10,570$250K0.25%013F-HRTimeline
CHOREO, LLC10,438$247K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA10,377$246K0.03%+18213F-HRTimeline
Firestone Capital Management8,832$209K0.05%+2813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,490$201K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC6,109$145K0.01%-63313F-HRTimeline
CWM, LLCin group CWM, LLC4,904$116K<0.01%013F-HRTimelineGroup
North Capital, Inc.1,858$44K0.04%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV817$19.3K<0.01%-1,09913F-HRTimeline
Aptus Capital Advisors, LLC484$11.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$7.1K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC270$6.39K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG265$6.27K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC143$3.37K<0.01%-19513F-HRTimeline
Wilmington Savings Fund Society, FSB106$2.51K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC94$2.22K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…9$213<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.