Fusion Family Wealth’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Fusion Family Wealth’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
2017 Q2	–	Sell	-535	Closed	-$7K	–	313
2017 Q1	$7K	Hold	535	–	–	﹤0.01%	216
2016 Q4	$7K	Buy	+535	New	+$6.94K	﹤0.01%	278

Other funds holding SPFF

ACM

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

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

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 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

LTFS

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fusion Family Wealth's SPFF Position: Q2 2017 in Review

Fusion Family Wealth sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2017, closing a stake of 535 shares — an estimated $7K sold.

Fusion Family Wealth first reported a position in SPFF in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q1 2017. 41 funds tracked by Wall St. Rank hold SPFF as of Q2 2017.

Fusion Family Wealth reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2017 after selling out during the quarter.
Fusion Family Wealth sold 535 Global X SuperIncome Preferred ETF shares in Q2 2017, an estimated $7K.
Fusion Family Wealth first reported a position in Global X SuperIncome Preferred ETF in Q4 2016 and held it in 2 quarters.
Fusion Family Wealth's Global X SuperIncome Preferred ETF position peaked at $7K in Q1 2017.
41 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.