Covestor’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Covestor’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 Q4	–	Sell	-156	Closed	-$2K	–	2564
2022 Q3	$2K	Sell	156 -137	-47%	-$1.42K	﹤0.01%	1734
2022 Q2	$3K	Sell	293 -313	-52%	-$3.3K	﹤0.01%	1550
2022 Q1	$7K	Hold	606	–	–	﹤0.01%	1423
2021 Q4	$7K	Buy	+606	New	+$7.14K	0.01%	1173

Other funds holding SPFF

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

SIS

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

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

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

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

Covestor's SPFF Position: Q4 2022 in Review

Covestor sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2022, closing a stake of 156 shares — an estimated $2K sold.

Covestor first reported a position in SPFF in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 52 funds tracked by Wall St. Rank hold SPFF as of Q4 2022.

Covestor reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2022 after selling out during the quarter.
Covestor sold 156 Global X SuperIncome Preferred ETF shares in Q4 2022, an estimated $2K.
Covestor first reported a position in Global X SuperIncome Preferred ETF in Q4 2021 and held it in 4 quarters.
Covestor's Global X SuperIncome Preferred ETF position peaked at $7K in Q1 2022.
52 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.