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

Financial Gravity 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 Q1	–	Sell	-728	Closed	-$6.62K	–	1307
2023 Q4	$6.62K	Buy	+728	New	+$6.32K	﹤0.01%	551
2021 Q3	$12K	Buy	716 +8	+1%	+$96	0.01%	870
2021 Q2	$12K	Buy	+708	New	+$8.46K	﹤0.01%	894
2020 Q4	$8K	Buy	+691	New	+$7.92K	0.01%	200
2019 Q4	$12K	Sell	17,470 -10,278	-37%	-$120K	0.01%	1158
2019 Q3	$326K	Sell	27,748 -4,363	-14%	-$51.1K	0.28%	75
2019 Q2	$373K	Sell	32,111 -8,983	-22%	-$104K	0.31%	79
2019 Q1	$479K	Buy	+41,094	New	+$472K	0.39%	66
2018 Q3	$135K	Buy	11,720 +1,057	+10%	+$12.6K	0.14%	166
2018 Q2	$127K	Buy	10,663 +1,383	+15%	+$16.4K	0.12%	175
2018 Q1	$109K	Buy	+9,280	New	+$112K	0.11%	178

Other funds holding SPFF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's SPFF Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2024, closing a stake of 728 shares — an estimated $6.62K sold.

Financial Gravity Asset Management first reported a position in SPFF in Q1 2018 and held it in 11 quarters. The position peaked at $479K in Q1 2019. 42 funds tracked by Wall St. Rank hold SPFF as of Q1 2024.

Financial Gravity Asset Management reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 728 Global X SuperIncome Preferred ETF shares in Q1 2024, an estimated $6.62K.
Financial Gravity Asset Management first reported a position in Global X SuperIncome Preferred ETF in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Global X SuperIncome Preferred ETF position peaked at $479K in Q1 2019.
42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.