Andesa Financial Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Andesa Financial 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
2021 Q1	–	Sell	-10,019	Closed	-$118K	–	148
2020 Q4	$118K	Sell	10,019 -25,679	-72%	-$294K	0.08%	116
2020 Q3	$396K	Buy	+35,698	New	+$392K	0.16%	99

Other funds holding SPFF

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

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

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

HWAM

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Andesa Financial Management's SPFF Position: Q1 2021 in Review

Andesa Financial Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2021, closing a stake of 10,019 shares — an estimated $118K sold.

Andesa Financial Management first reported a position in SPFF in Q3 2020 and held it in 2 quarters. The position peaked at $396K in Q3 2020. 49 funds tracked by Wall St. Rank hold SPFF as of Q1 2021.

Andesa Financial Management reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2021 after selling out during the quarter.
Andesa Financial Management sold 10,019 Global X SuperIncome Preferred ETF shares in Q1 2021, an estimated $118K.
Andesa Financial Management first reported a position in Global X SuperIncome Preferred ETF in Q3 2020 and held it in 2 quarters.
Andesa Financial Management's Global X SuperIncome Preferred ETF position peaked at $396K in Q3 2020.
49 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2021.

Based on Andesa Financial Management's 13F filing for Q1 2021, filed 20 Apr 2021.