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Calton & Associates’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-430
Closed -$5K – 1142
2017
Q4 		$5K Buy
+430
New +$5.31K ﹤0.01% 1259

Other funds holding SPFF

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
AAMA
Advanced Asset Management Advisors Dublin, Ohio $380M AUM 31.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Calton & Associates's SPFF Position: Q1 2018 in Review

Calton & Associates sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2018, closing a stake of 430 shares — an estimated $5K sold.

Calton & Associates first reported a position in SPFF in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 43 funds tracked by Wall St. Rank hold SPFF as of Q1 2018.

  • Calton & Associates reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 430 Global X SuperIncome Preferred ETF shares in Q1 2018, an estimated $5K.
  • Calton & Associates first reported a position in Global X SuperIncome Preferred ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Global X SuperIncome Preferred ETF position peaked at $5K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.