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D.A. Davidson & Co’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-54,363
Closed -$494K – 1457
2023
Q4 		$494K Buy
54,363
+4,523
+9% +$39.3K ﹤0.01% 959
2023
Q3 		$438K Buy
49,840
+8,481
+21% +$75.6K ﹤0.01% 957
2023
Q2 		$374K Sell
41,359
-150
-0.4% -$1.35K ﹤0.01% 1010
2023
Q1 		$389K Buy
41,509
+1,150
+3% +$11.4K ﹤0.01% 983
2022
Q4 		$380K Buy
40,359
+2,200
+6% +$21.4K ﹤0.01% 947
2022
Q3 		$378K Buy
38,159
+4,030
+12% +$41.7K 0.01% 914
2022
Q2 		$351K Buy
34,129
+670
+2% +$7.06K ﹤0.01% 947
2022
Q1 		$373K Buy
33,459
+1,023
+3% +$11.5K ﹤0.01% 995
2021
Q4 		$380K Sell
32,436
-32,920
-50% -$388K ﹤0.01% 975
2021
Q3 		$782K Buy
65,356
+20,685
+46% +$249K 0.01% 700
2021
Q2 		$539K Buy
44,671
+12,780
+40% +$153K 0.01% 813
2021
Q1 		$379K Buy
+31,891
New +$375K ﹤0.01% 885

Other funds holding SPFF

LPL Financial
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

D.A. Davidson & Co's SPFF Position: Q1 2024 in Review

D.A. Davidson & Co sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2024, closing a stake of 54,363 shares — an estimated $494K sold.

D.A. Davidson & Co first reported a position in SPFF in Q1 2021 and held it in 12 quarters. The position peaked at $782K in Q3 2021. 42 funds tracked by Wall St. Rank hold SPFF as of Q1 2024.

  • D.A. Davidson & Co reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2024 after selling out during the quarter.
  • D.A. Davidson & Co sold 54,363 Global X SuperIncome Preferred ETF shares in Q1 2024, an estimated $494K.
  • D.A. Davidson & Co first reported a position in Global X SuperIncome Preferred ETF in Q1 2021 and held it in 12 quarters.
  • D.A. Davidson & Co's Global X SuperIncome Preferred ETF position peaked at $782K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2024.

Based on D.A. Davidson & Co's 13F filing for Q1 2024, filed 13 May 2024.