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Creekmur Asset Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Creekmur Asset Management’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
2024
Q2 		– Sell
-355
Closed -$3.36K – 1152
2024
Q1 		$3.36K Sell
355
-111
-24% -$1.04K ﹤0.01% 612
2023
Q4 		$4.23K Buy
+466
New +$4.05K ﹤0.01% 612

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SIS
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Creekmur Asset Management's SPFF Position: Q2 2024 in Review

Creekmur Asset Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2024, closing a stake of 355 shares — an estimated $3.36K sold.

Creekmur Asset Management first reported a position in SPFF in Q4 2023 and held it in 2 quarters. The position peaked at $4.23K in Q4 2023. 45 funds tracked by Wall St. Rank hold SPFF as of Q2 2024.

  • Creekmur Asset Management reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 355 Global X SuperIncome Preferred ETF shares in Q2 2024, an estimated $3.36K.
  • Creekmur Asset Management first reported a position in Global X SuperIncome Preferred ETF in Q4 2023 and held it in 2 quarters.
  • Creekmur Asset Management's Global X SuperIncome Preferred ETF position peaked at $4.23K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2024.

Based on Creekmur Asset Management's 13F filing for Q2 2024, filed 13 Aug 2024.