AE Wealth Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $449K | Buy |
50,036
+6,654
| +15% | +$59.7K | ﹤0.01% | 964 |
|
2025
Q1 | $389K | Buy |
43,382
+9,764
| +29% | +$87.5K | ﹤0.01% | 993 |
|
2024
Q4 | $311K | Buy |
33,618
+3,860
| +13% | +$35.7K | ﹤0.01% | 1085 |
|
2024
Q3 | $290K | Buy |
29,758
+2,720
| +10% | +$26.5K | ﹤0.01% | 1042 |
|
2024
Q2 | $249K | Sell |
27,038
-1,368
| -5% | -$12.6K | ﹤0.01% | 1089 |
|
2024
Q1 | $269K | Sell |
28,406
-2,926
| -9% | -$27.7K | ﹤0.01% | 997 |
|
2023
Q4 | $295K | Sell |
31,332
-1,592
| -5% | -$15K | ﹤0.01% | 1706 |
|
2023
Q3 | $289K | Buy |
32,924
+64
| +0.2% | +$562 | ﹤0.01% | 1625 |
|
2023
Q2 | $297K | Buy |
32,860
+2,301
| +8% | +$20.8K | ﹤0.01% | 1618 |
|
2023
Q1 | $287K | Sell |
30,559
-4,011
| -12% | -$37.6K | ﹤0.01% | 1573 |
|
2022
Q4 | $325K | Buy |
34,570
+15,761
| +84% | +$148K | ﹤0.01% | 1469 |
|
2022
Q3 | $186K | Buy |
+18,809
| New | +$186K | ﹤0.01% | 1615 |
|
2019
Q3 | – | Sell |
-14,583
| Closed | -$169K | – | 1052 |
|
2019
Q2 | $169K | Sell |
14,583
-409
| -3% | -$4.74K | 0.01% | 911 |
|
2019
Q1 | $174K | Sell |
14,992
-12,072
| -45% | -$140K | 0.01% | 605 |
|
2018
Q4 | $299K | Sell |
27,064
-9,610
| -26% | -$106K | 0.05% | 348 |
|
2018
Q3 | $437K | Buy |
36,674
+24,607
| +204% | +$293K | 0.02% | 354 |
|
2018
Q2 | $144K | Buy |
+12,067
| New | +$144K | 0.01% | 434 |
|
2018
Q1 | – | Sell |
-19,884
| Closed | -$242K | – | 454 |
|
2017
Q4 | $242K | Buy |
19,884
+7,636
| +62% | +$92.9K | 0.02% | 363 |
|
2017
Q3 | $155K | Sell |
12,248
-8,997
| -42% | -$114K | 0.01% | 386 |
|
2017
Q2 | $273K | Buy |
21,245
+2,985
| +16% | +$38.4K | 0.03% | 310 |
|
2017
Q1 | $239K | Buy |
18,260
+4,434
| +32% | +$58K | 0.04% | 237 |
|
2016
Q4 | $177K | Buy |
+13,826
| New | +$177K | 0.07% | 185 |
|