FGAM
SPFF icon

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
-1,456
Closed -$12.6K – 2039
2023
Q4 		$12.6K Buy
1,456
+728
+100% +$6.32K ﹤0.01% 747
2023
Q3 		$5.95K Buy
+728
New +$6.49K ﹤0.01% 625
2023
Q2 		– Sell
-9
Closed -$6.84K – 1756
2023
Q1 		$6.84K Buy
+9
New +$89 0.21% 92
2022
Q4 		– Sell
-40
Closed -$7.22K – 1523
2022
Q3 		$7.22K Hold
40
– – 0.24% 68
2022
Q2 		$7.5K Sell
40
-4
-9% -$42 0.23% 82
2022
Q1 		$8.13K Sell
44
-4
-8% -$45 0.23% 99
2021
Q4 		$8.48K Sell
48
-668
-93% -$7.87K 0.19% 152
2021
Q3 		$12K Buy
716
+8
+1% +$96 0.01% 870
2021
Q2 		$12K Buy
708
+7
+1% +$84 ﹤0.01% 894
2021
Q1 		$8.33K Buy
701
+10
+1% +$118 0.17% 111
2020
Q4 		$8K Buy
+691
New +$7.92K 0.01% 200
2020
Q2 		– Sell
-6,553
Closed -$62.9K – 769
2020
Q1 		$62.9K Sell
6,553
-10,917
-62% -$122K 0.19% 60
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
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

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 1,456 shares — an estimated $12.6K sold.

Financial Gravity Asset Management first reported a position in SPFF in Q1 2018 and held it in 19 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 1,456 Global X SuperIncome Preferred ETF shares in Q1 2024, an estimated $12.6K.
  • Financial Gravity Asset Management first reported a position in Global X SuperIncome Preferred ETF in Q1 2018 and held it in 19 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.