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Disclosery

PFFV GLOBAL X FDS

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RATE PREFERRED (fund)

70 managers (70 13F filers) reported a position in PFFV shares at 2025-06-30, 5,500,768 shares in all. 13 filers opened a position and 11 filers sold out during the quarter.

Managers
70
13F filers
70
New
13
Added
28
Reduced
18
Sold out
11
Shares held by filers
5,500,768

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,831,058$41.7M<0.01%+385,60713F-HRTimelineGroup
Janney Montgomery Scott LLC272,685$6.22M0.02%+96,83513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/257,112$5.86M<0.01%+16,71213F-HRTimelineGroup
Cambridge Investment Research Advisors,…239,531$5.46M0.02%-55,80813F-HRTimeline
Ironsides Asset Advisors, LLC227,653$5.19M1.51%+10313F-HRTimeline
Bedel Financial Consulting, Inc.226,094$5.15M0.7%-56513F-HRTimeline
Creative Planningin group Creative Planning220,468$5.03M<0.01%+2,44013F-HRTimelineGroup
AXS Investments LLC212,737$4.85M1.99%-60,71313F-HRTimeline
LPL Financial LLC193,788$4.42M<0.01%+49,79313F-HRTimeline
Investment Partners Asset Management, I…191,816$4.37M3.04%+24,95413F-HRTimeline
Leslie Global Wealth, LLC164,364$3.75M2%+10,15313F-HRTimeline
CW Advisors, LLC162,187$3.7M0.04%+107,81713F-HRTimeline
Trajan Wealth LLC96,825$2.21M0.11%-5,93513F-HRTimeline
Princeton Global Asset Management LLC94,638$2.16M0.39%+91513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC82,326$1.88M<0.01%-1,01713F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.80,686$1.84M0.52%+30,12913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…80,299$1.83M<0.01%+4,49013F-HR/ATimelineGroup
Gotham Asset Management, LLC78,677$1.79M0.01%+37,00513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC60,553$1.38M<0.01%+88013F-HRTimelineGroup
Comprehensive Money Management Services…59,463$1.36M1.03%-2,35013F-HRTimeline
Cetera Investment Advisers47,953$1.09M<0.01%-18313F-HRTimeline
Farther Finance Advisors, LLC34,100$777K0.02%new13F-HRTimeline
SBI Securities Co., Ltd.33,482$763K0.02%+10,23813F-HRTimeline
COMERICA BANK32,764$747K<0.01%+54913F-HRTimeline
Seed Wealth Management, Inc.30,700$700K0.52%-2,72513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC28,325$646K0.18%+3,36013F-HRTimeline
NAPA WEALTH MANAGEMENT28,055$640K0.31%-58613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,152$619K<0.01%+2,81813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.25,857$590K0.01%-6613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,324$555K0.01%+8,66813F-HRTimelineGroup
Prospera Financial Services Inc24,078$549K0.01%-5,45513F-HRTimeline
BEACON FINANCIAL GROUP21,623$493K0.05%+313F-HRTimeline
NewEdge Advisors, LLC19,545$446K<0.01%+6,34513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,806$406K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\17,065$389K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.16,696$381K0.03%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …15,944$367K0.02%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.15,156$346K0.02%-42,26713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC14,227$324K0.16%+1,14413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,959$318K<0.01%+50013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.13,532$309K0.01%013F-HRTimeline
Joseph P. Lucia & Associates, LLC12,819$292K0.12%-50013F-HRTimeline
Paulson Wealth Management Inc.12,746$291K0.08%013F-HRTimeline
Acorn Wealth Advisors, LLC12,691$289K0.11%-15213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,900$271K0.02%013F-HRTimeline
FLC Capital Advisors11,075$253K0.05%-10,35413F-HRTimeline
Texas Yale Capital Corp.10,843$247K0.01%-9,20013F-HRTimeline
PUREfi Wealth, LLC10,570$241K0.19%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,521$240K<0.01%-2,94513F-HR/ATimelineGroup
PRIVATE TRUST CO NA10,477$239K0.02%+10013F-HRTimeline
CHOREO, LLC10,438$238K<0.01%013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC10,390$237K<0.01%-2,03513F-HRTimeline
HRT FINANCIAL LP9,143$208K<0.01%new13F-HRTimeline
Firestone Capital Management8,859$202K0.05%+2713F-HRTimeline
GeoWealth Management, LLC6,135$140K0.01%+2613F-HRTimeline
CWM, LLCin group CWM, LLC4,904$112K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.3,400$77.5K<0.01%new13F-HRTimeline
North Capital, Inc.1,892$43.1K0.04%+3413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,798$41K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,283$29.2K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV828$18.9K<0.01%+1113F-HRTimeline
Aptus Capital Advisors, LLC484$11K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.500$11K<0.01%new13F-HRTimeline
Dunhill Financial, LLC346$7.89K<0.01%new13F-HRTimeline
AlphaCore Capital LLC300$6.84K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$6.84K<0.01%013F-HRTimelineGroup
HOWE & RUSLING INC295$6.73K<0.01%new13F-HRTimeline
Parallel Advisors, LLC294$6.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC234$5.33K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.