Creative Planning’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Creative Planning’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	-76,666	Closed	-$693K	–	3029
2023 Q2	$693K	Buy	+76,666	New	+$690K	﹤0.01%	1350
2017 Q3	–	Sell	-1,120	Closed	-$14K	–	3457
2017 Q2	$14K	Sell	1,120 -450	-29%	-$5.8K	﹤0.01%	3417
2017 Q1	$21K	Sell	1,570 -716	-31%	-$9.34K	﹤0.01%	3105
2016 Q4	$29K	Buy	2,286 +1,481	+184%	+$19.2K	﹤0.01%	2826
2016 Q3	$11K	Hold	805	–	–	﹤0.01%	3465
2016 Q2	$11K	Sell	805 -1,795	-69%	-$24.1K	﹤0.01%	3204
2016 Q1	$35K	Hold	2,600	–	–	﹤0.01%	2351
2015 Q4	$34K	Buy	2,600 +2,500	+2,500%	+$33.3K	﹤0.01%	2430
2015 Q3	$1K	Buy	+100	New	+$1.38K	﹤0.01%	4144
2015 Q2	–	Sell	-100	Closed	-$1K	–	2737
2015 Q1	$1K	Hold	100	–	–	﹤0.01%	4065
2014 Q4	$1K	Sell	100 -203	-67%	-$2.98K	﹤0.01%	4003
2014 Q3	$5K	Buy	303 +203	+203%	+$3.04K	﹤0.01%	3314
2014 Q2	$2K	Buy	+100	New	+$1.5K	﹤0.01%	3536

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 $2.07B AUM 4.33% 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

Creative Planning's SPFF Position: Q3 2023 in Review

Creative Planning sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2023, closing a stake of 76,666 shares — an estimated $693K sold.

Creative Planning first reported a position in SPFF in Q2 2014 and held it in 13 quarters. The position peaked at $693K in Q2 2023. 48 funds tracked by Wall St. Rank hold SPFF as of Q3 2023.

Creative Planning reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2023 after selling out during the quarter.
Creative Planning sold 76,666 Global X SuperIncome Preferred ETF shares in Q3 2023, an estimated $693K.
Creative Planning first reported a position in Global X SuperIncome Preferred ETF in Q2 2014 and held it in 13 quarters.
Creative Planning's Global X SuperIncome Preferred ETF position peaked at $693K in Q2 2023.
48 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.