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

Financial Gravity Companies’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
2018 Q4	$142K	Buy	+12,369	New	+$141K	0.13%	169
2018 Q1	$109K	Buy	9,280 +1,601	+21%	+$19.3K	0.11%	178
2017 Q4	$93K	Buy	+7,679	New	+$94.8K	0.11%	188

Other funds holding SPFF

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIM

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

AAMA

Advanced Asset Management Advisors Dublin, Ohio $380M AUM 31.88% 1-Year Est. Return

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

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

Financial Gravity Companies's SPFF Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Global X SuperIncome Preferred ETF (SPFF) in Q4 2018: 12,369 shares worth $142K. The stake represents 0.13% of the portfolio and ranks #169 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPFF as recently as Q1 2018.

Financial Gravity Companies first reported a position in SPFF in Q4 2017 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold SPFF as of Q4 2018.

Financial Gravity Companies held 12,369 shares of Global X SuperIncome Preferred ETF worth $142K as of Q4 2018.
Global X SuperIncome Preferred ETF was a new Financial Gravity Companies position in Q4 2018.
Global X SuperIncome Preferred ETF made up 0.13% of Financial Gravity Companies's portfolio in Q4 2018, its #169 holding.
Financial Gravity Companies first reported a position in Global X SuperIncome Preferred ETF in Q4 2017 and has held it in 3 quarters since.
54 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.