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

Capital Investment 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
2023 Q3	–	Sell	-3,000	Closed	-$27.1K	–	973
2023 Q2	$27.1K	Hold	3,000	–	–	﹤0.01%	672
2023 Q1	$28.1K	Hold	3,000	–	–	﹤0.01%	658
2022 Q4	$28.2K	Hold	3,000	–	–	﹤0.01%	672
2022 Q3	$30K	Hold	3,000	–	–	﹤0.01%	613
2022 Q2	$31K	Sell	3,000 -310	-9%	-$3.27K	﹤0.01%	639
2022 Q1	$37K	Sell	3,310 -5,500	-62%	-$61.8K	﹤0.01%	653
2021 Q4	$103K	Buy	8,810 +310	+4%	+$3.65K	0.01%	544
2021 Q3	$102K	Hold	8,500	–	–	0.01%	514
2021 Q2	$103K	Hold	8,500	–	–	0.01%	523
2021 Q1	$101K	Hold	8,500	–	–	0.01%	478
2020 Q4	$100K	Hold	8,500	–	–	0.01%	462
2020 Q3	$94K	Hold	8,500	–	–	0.02%	410
2020 Q2	$89K	Hold	8,500	–	–	0.02%	375
2020 Q1	$82K	Sell	8,500 -210	-2%	-$2.34K	0.02%	348
2019 Q4	$102K	Hold	8,710	–	–	0.03%	342
2019 Q3	$102K	Sell	8,710 -1,311	-13%	-$15.3K	0.03%	379
2019 Q2	$117K	Buy	10,021 +800	+9%	+$9.29K	0.04%	359
2019 Q1	$107K	Hold	9,221	–	–	0.04%	322
2018 Q4	$102K	Sell	9,221 -2,518	-21%	-$28.6K	0.04%	292
2018 Q3	$140K	Sell	11,739 -800	-6%	-$9.56K	0.07%	219
2018 Q2	$150K	Sell	12,539 -15,945	-56%	-$189K	0.08%	203
2018 Q1	$339K	Sell	28,484 -38,196	-57%	-$460K	0.19%	134
2017 Q4	$811K	Buy	66,680 +2,952	+5%	+$36.5K	0.48%	48
2017 Q3	$808K	Buy	63,728 +6,367	+11%	+$81.1K	0.5%	47
2017 Q2	$737K	Buy	57,361 +15,267	+36%	+$197K	0.49%	54
2017 Q1	$551K	Buy	42,094 +17,694	+73%	+$231K	0.4%	65
2016 Q4	$312K	Buy	+24,400	New	+$317K	0.27%	92

Other funds holding SPFF

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Capital Investment Advisory Services's SPFF Position: Q3 2023 in Review

Capital Investment Advisory Services sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2023, closing a stake of 3,000 shares — an estimated $27.1K sold.

Capital Investment Advisory Services first reported a position in SPFF in Q4 2016 and held it in 27 quarters. The position peaked at $811K in Q4 2017. 48 funds tracked by Wall St. Rank hold SPFF as of Q3 2023.

Capital Investment Advisory Services reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2023 after selling out during the quarter.
Capital Investment Advisory Services sold 3,000 Global X SuperIncome Preferred ETF shares in Q3 2023, an estimated $27.1K.
Capital Investment Advisory Services first reported a position in Global X SuperIncome Preferred ETF in Q4 2016 and held it in 27 quarters.
Capital Investment Advisory Services's Global X SuperIncome Preferred ETF position peaked at $811K in Q4 2017.
48 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2023.

Based on Capital Investment Advisory Services's 13F filing for Q3 2023, filed 2 Nov 2023.