Bank Julius Baer & Co
SPFF icon

Bank Julius Baer & Co’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Bank Julius Baer & Co’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
Q3 		– Sell
-7,362
Closed -$67K – 569
2023
Q2 		$67K Buy
+7,362
New +$66.3K ﹤0.01% 484

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SIS
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Bank of America
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HWAM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Bank Julius Baer & Co's SPFF Position: Q3 2023 in Review

Bank Julius Baer & Co sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2023, closing a stake of 7,362 shares — an estimated $67K sold.

Bank Julius Baer & Co first reported a position in SPFF in Q2 2023 and held it in 1 quarter. The position peaked at $67K in Q2 2023. 48 funds tracked by Wall St. Rank hold SPFF as of Q3 2023.

  • Bank Julius Baer & Co reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 7,362 Global X SuperIncome Preferred ETF shares in Q3 2023, an estimated $67K.
  • Bank Julius Baer & Co first reported a position in Global X SuperIncome Preferred ETF in Q2 2023 and held it in 1 quarter.
  • Bank Julius Baer & Co's Global X SuperIncome Preferred ETF position peaked at $67K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2023.

Based on Bank Julius Baer & Co's 13F filing for Q3 2023, filed 13 Nov 2023.