— Know what they know.
Not Investment Advice

PFFV

Global X - Variable Rate Preferred ETF
1W: -0.5% 1M: +0.5% 3M: -1.4% YTD: +0.9% 1Y: +0.5% 3Y: +25.4% 5Y: +10.3%
$22.24
-0.06 (-0.27%)
Pre-Market: $22.29 (+0.05, +0.20%)
Weekly Expected Move ±0.7%
$22 $22 $22 $22 $23
ETF AMEX · AUM $301.1M
Key Statistics
AUM$301M
Holdings35
Top 10 Wt42.3%
Volume50,135
Avg Volume56,775
Beta0.45
Portfolio Fundamentals
P/E13.4
P/B1.7
Div Yield5.10%
ROE12.8%
% Profitable62%
Inception2020-06-25
Sector Allocation
Financial Services 72.1%
Real Estate 19.6%
Other 6.6%
Energy 1.6%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 MS 4.63471 PERP MS 4.34% $13.3M 673,624
2 RGA 7 1/8 10/15/52 RGA 3.55% $10.8M 426,797
3 APO 7 5/8 09/15/53 APO 3.10% $9.5M 366,005
4 KEY 6.2 PERP KEY 3.04% $9.3M 372,553
5 JXN 8 PERP JXN 2.94% $9.0M 344,090
6 BAC 6.45 12/15/66 BAC 2.90% $8.8M 347,260
7 USB 4.53471 PERP USB 2.84% $8.7M 456,652
8 GS 4.57267 PERP GS 2.82% $8.6M 450,204
9 MET 4.93562 PERP MET 2.70% $8.2M 368,632
10 BANC 7 3/4 PERP BANC 2.62% $8.0M 313,267

Recent Holding Changes

Date Holding Change Details
2026-05-18 BK Changed 303072 → 305292
2026-05-18 NLY Changed 533336 → 537286
2026-05-18 FITB Changed 513877 → 517657
2026-05-18 WSBC Changed 138714 → 139744
2026-05-18 SYF Changed 301878 → 304098

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms