Arkadios Wealth Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Arkadios Wealth Advisors’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 Q4	–	Sell	-6,735	Closed	-$80K	–	1605
2021 Q3	$80K	Buy	6,735 +1,000	+17%	+$12K	0.01%	743
2021 Q2	$69K	Buy	5,735 +2,100	+58%	+$25.1K	0.01%	829
2021 Q1	$43K	Buy	3,635 +2,750	+311%	+$32.4K	0.01%	732
2020 Q4	$10K	Hold	885	–	–	﹤0.01%	971
2020 Q3	$9.95K	Hold	885	–	–	0.01%	749
2020 Q2	$9.32K	Hold	885	–	–	0.01%	695
2020 Q1	$8.52K	Hold	885	–	–	0.01%	674
2019 Q4	$10.6K	Buy	+885	New	+$10.4K	0.01%	583

Other funds holding SPFF

LPL Financial San Diego, California $377B AUM 19.32% 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

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

HWAM

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

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

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

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

IWA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Arkadios Wealth Advisors's SPFF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2021, closing a stake of 6,735 shares — an estimated $80K sold.

Arkadios Wealth Advisors first reported a position in SPFF in Q4 2019 and held it in 8 quarters. The position peaked at $80K in Q3 2021. 50 funds tracked by Wall St. Rank hold SPFF as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 6,735 Global X SuperIncome Preferred ETF shares in Q4 2021, an estimated $80K.
Arkadios Wealth Advisors first reported a position in Global X SuperIncome Preferred ETF in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Global X SuperIncome Preferred ETF position peaked at $80K in Q3 2021.
50 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.