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

Future Financial 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
2024 Q2	–	Sell	-2,000	Closed	-$18.9K	–	416
2024 Q1	$18.9K	Buy	+2,000	New	+$18.7K	0.01%	352
2022 Q2	–	Sell	-7,000	Closed	-$78K	–	424
2022 Q1	$78K	Sell	7,000 -4,524	-39%	-$50.9K	0.06%	217
2021 Q4	$135K	Hold	11,524	–	–	0.11%	161
2021 Q3	$139K	Hold	11,524	–	–	0.14%	119
2021 Q2	$139K	Hold	11,524	–	–	0.14%	119
2021 Q1	$137K	Hold	11,524	–	–	0.16%	109
2020 Q4	$136K	Buy	+11,524	New	+$132K	0.16%	115

Other funds holding SPFF

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

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

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

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

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

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Future Financial Wealth Management's SPFF Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2024, closing a stake of 2,000 shares — an estimated $18.9K sold.

Future Financial Wealth Management first reported a position in SPFF in Q4 2020 and held it in 7 quarters. The position peaked at $139K in Q3 2021. 45 funds tracked by Wall St. Rank hold SPFF as of Q2 2024.

Future Financial Wealth Management reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2024 after selling out during the quarter.
Future Financial Wealth Management sold 2,000 Global X SuperIncome Preferred ETF shares in Q2 2024, an estimated $18.9K.
Future Financial Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q4 2020 and held it in 7 quarters.
Future Financial Wealth Management's Global X SuperIncome Preferred ETF position peaked at $139K in Q3 2021.
45 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.