Cooper Financial Group’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Cooper Financial Group’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
2021 Q4	–	Sell	-19,408	Closed	-$232K	–	270
2021 Q3	$232K	Hold	19,408	–	–	0.05%	219
2021 Q2	$234K	Hold	19,408	–	–	0.05%	222
2021 Q1	$231K	Hold	19,408	–	–	0.05%	215
2020 Q4	$229K	Hold	19,408	–	–	0.05%	259
2020 Q3	$215K	Sell	19,408 -500	-3%	-$5.49K	0.06%	190
2020 Q2	$209K	Hold	19,908	–	–	0.07%	177
2020 Q1	$192K	Hold	19,908	–	–	0.08%	144
2019 Q4	$234K	Hold	19,908	–	–	0.09%	136
2019 Q3	$234K	Hold	19,908	–	–	0.11%	124
2019 Q2	$231K	Hold	19,908	–	–	0.11%	114
2019 Q1	$231K	Sell	19,908 -16,290	-45%	-$187K	0.13%	99
2018 Q4	$399K	Buy	+36,198	New	+$411K	0.27%	59

Other funds holding SPFF

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

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

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

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

HWAM

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cooper Financial Group's SPFF Position: Q4 2021 in Review

Cooper Financial Group sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2021, closing a stake of 19,408 shares — an estimated $232K sold.

Cooper Financial Group first reported a position in SPFF in Q4 2018 and held it in 12 quarters. The position peaked at $399K in Q4 2018. 50 funds tracked by Wall St. Rank hold SPFF as of Q4 2021.

Cooper Financial Group reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2021 after selling out during the quarter.
Cooper Financial Group sold 19,408 Global X SuperIncome Preferred ETF shares in Q4 2021, an estimated $232K.
Cooper Financial Group first reported a position in Global X SuperIncome Preferred ETF in Q4 2018 and held it in 12 quarters.
Cooper Financial Group's Global X SuperIncome Preferred ETF position peaked at $399K in Q4 2018.
50 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2021.

Based on Cooper Financial Group's 13F filing for Q4 2021, filed 11 Feb 2022.