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

Executive Wealth 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
2019 Q3	–	Sell	-440	Closed	-$5K	–	685
2019 Q2	$5K	Buy	440 +4	+0.9%	+$46	﹤0.01%	724
2019 Q1	$5K	Hold	436	–	–	﹤0.01%	657
2018 Q4	$5K	Buy	+436	New	+$4.96K	﹤0.01%	683

Other funds holding SPFF

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

FIM

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

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Executive Wealth Management's SPFF Position: Q3 2019 in Review

Executive Wealth Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2019, closing a stake of 440 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in SPFF in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 48 funds tracked by Wall St. Rank hold SPFF as of Q3 2019.

Executive Wealth Management reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 440 Global X SuperIncome Preferred ETF shares in Q3 2019, an estimated $5K.
Executive Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's Global X SuperIncome Preferred ETF position peaked at $5K in Q2 2019.
48 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.