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

Axxcess 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
Q2 		– Sell
-10,089
Closed -$94.6K – 678
2023
Q1 		$94.6K Buy
+10,089
New +$99.8K 0.01% 618

Other funds holding SPFF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Axxcess Wealth Management's SPFF Position: Q2 2023 in Review

Axxcess Wealth Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2023, closing a stake of 10,089 shares — an estimated $94.6K sold.

Axxcess Wealth Management first reported a position in SPFF in Q1 2023 and held it in 1 quarter. The position peaked at $94.6K in Q1 2023. 50 funds tracked by Wall St. Rank hold SPFF as of Q2 2023.

  • Axxcess Wealth Management reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,089 Global X SuperIncome Preferred ETF shares in Q2 2023, an estimated $94.6K.
  • Axxcess Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q1 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Global X SuperIncome Preferred ETF position peaked at $94.6K in Q1 2023.
  • 50 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.