1900 Wealth Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

1900 Wealth Management’s Portfolio SPFF Stock Details SPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-33,756	Closed	-$296K	–	308
2023 Q3	$296K	Sell	33,756 -823	-2%	-$7.33K	0.03%	245
2023 Q2	$313K	Buy	34,579 +8,256	+31%	+$74.3K	0.03%	194
2023 Q1	$247K	Hold	26,323	–	–	0.03%	210
2022 Q4	$248K	Sell	26,323 -3,627	-12%	-$35.2K	0.03%	208
2022 Q3	$296K	Buy	29,950 +2,856	+11%	+$29.6K	0.03%	190
2022 Q2	$279K	Buy	27,094 +7,725	+40%	+$81.4K	0.03%	197
2022 Q1	$216K	Buy	19,369 +5,882	+44%	+$66.1K	0.02%	231
2021 Q4	$158K	Buy	+13,487	New	+$159K	0.01%	236

Other funds holding SPFF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1900 Wealth Management's SPFF Position: Q4 2023 in Review

1900 Wealth Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2023, closing a stake of 33,756 shares — an estimated $296K sold.

1900 Wealth Management first reported a position in SPFF in Q4 2021 and held it in 8 quarters. The position peaked at $313K in Q2 2023. 47 funds tracked by Wall St. Rank hold SPFF as of Q4 2023.

1900 Wealth Management reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2023 after selling out during the quarter.
1900 Wealth Management sold 33,756 Global X SuperIncome Preferred ETF shares in Q4 2023, an estimated $296K.
1900 Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q4 2021 and held it in 8 quarters.
1900 Wealth Management's Global X SuperIncome Preferred ETF position peaked at $313K in Q2 2023.
47 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2023.

Based on 1900 Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.