CreativeOne Wealth’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

CreativeOne Wealth’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
2020 Q2	–	Sell	-23,189	Closed	-$223K	–	256
2020 Q1	$223K	Sell	23,189 -11,499	-33%	-$128K	0.04%	182
2019 Q4	$407K	Buy	34,688 +16,132	+87%	+$189K	0.07%	124
2019 Q3	$218K	Buy	+18,556	New	+$217K	0.04%	165

Other funds holding SPFF

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

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

CreativeOne Wealth's SPFF Position: Q2 2020 in Review

CreativeOne Wealth sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2020, closing a stake of 23,189 shares — an estimated $223K sold.

CreativeOne Wealth first reported a position in SPFF in Q3 2019 and held it in 3 quarters. The position peaked at $407K in Q4 2019. 44 funds tracked by Wall St. Rank hold SPFF as of Q2 2020.

CreativeOne Wealth reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2020 after selling out during the quarter.
CreativeOne Wealth sold 23,189 Global X SuperIncome Preferred ETF shares in Q2 2020, an estimated $223K.
CreativeOne Wealth first reported a position in Global X SuperIncome Preferred ETF in Q3 2019 and held it in 3 quarters.
CreativeOne Wealth's Global X SuperIncome Preferred ETF position peaked at $407K in Q4 2019.
44 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2020.

Based on CreativeOne Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.