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Castleview Partners’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Castleview Partners’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
2022
Q3 		– Sell
-142
Closed -$10.3K – 741
2022
Q2 		$10.3K Buy
+142
New +$1.5K 0.01% 451

Other funds holding SPFF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Castleview Partners's SPFF Position: Q3 2022 in Review

Castleview Partners sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2022, closing a stake of 142 shares — an estimated $10.3K sold.

Castleview Partners first reported a position in SPFF in Q2 2022 and held it in 1 quarter. The position peaked at $10.3K in Q2 2022. 46 funds tracked by Wall St. Rank hold SPFF as of Q3 2022.

  • Castleview Partners reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2022 after selling out during the quarter.
  • Castleview Partners sold 142 Global X SuperIncome Preferred ETF shares in Q3 2022, an estimated $10.3K.
  • Castleview Partners first reported a position in Global X SuperIncome Preferred ETF in Q2 2022 and held it in 1 quarter.
  • Castleview Partners's Global X SuperIncome Preferred ETF position peaked at $10.3K in Q2 2022.
  • 46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.