Avantax Advisory Services’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Avantax Advisory Services’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
2020 Q4	–	Sell	-15,772	Closed	-$175K	–	1307
2020 Q3	$175K	Buy	+15,772	New	+$173K	﹤0.01%	1250

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

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

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

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

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

IWA

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

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

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

Avantax Advisory Services's SPFF Position: Q4 2020 in Review

Avantax Advisory Services sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2020, closing a stake of 15,772 shares — an estimated $175K sold.

Avantax Advisory Services first reported a position in SPFF in Q3 2020 and held it in 1 quarter. The position peaked at $175K in Q3 2020. 45 funds tracked by Wall St. Rank hold SPFF as of Q4 2020.

Avantax Advisory Services reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 15,772 Global X SuperIncome Preferred ETF shares in Q4 2020, an estimated $175K.
Avantax Advisory Services first reported a position in Global X SuperIncome Preferred ETF in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's Global X SuperIncome Preferred ETF position peaked at $175K in Q3 2020.
45 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.