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

Geneos 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
2022 Q3	–	Sell	-820	Closed	-$8K	–	2515
2022 Q2	$8K	Hold	820	–	–	﹤0.01%	2048
2022 Q1	$9K	Hold	820	–	–	﹤0.01%	2133
2021 Q4	$9K	Hold	820	–	–	﹤0.01%	2233
2021 Q3	$9K	Hold	820	–	–	﹤0.01%	2269
2021 Q2	$9K	Hold	820	–	–	﹤0.01%	2244
2021 Q1	$9K	Hold	820	–	–	﹤0.01%	2437
2020 Q4	$9K	Hold	820	–	–	﹤0.01%	2272
2020 Q3	$9K	Hold	820	–	–	﹤0.01%	1997
2020 Q2	$8K	Hold	820	–	–	﹤0.01%	1999
2020 Q1	$7K	Hold	820	–	–	﹤0.01%	1951
2019 Q4	$9K	Hold	820	–	–	﹤0.01%	2016
2019 Q3	$9K	Hold	820	–	–	﹤0.01%	1936
2019 Q2	$9K	Hold	820	–	–	﹤0.01%	1947
2019 Q1	$9K	Hold	820	–	–	﹤0.01%	1877
2018 Q4	$9K	Buy	820 +170	+26%	+$1.93K	﹤0.01%	1830
2018 Q3	$7K	Hold	650	–	–	﹤0.01%	1985
2018 Q2	$7K	Hold	650	–	–	﹤0.01%	1848
2018 Q1	$7K	Hold	650	–	–	﹤0.01%	1779
2017 Q4	$7K	Hold	650	–	–	﹤0.01%	1747
2017 Q3	$8K	Hold	650	–	–	﹤0.01%	1649
2017 Q2	$8K	Hold	650	–	–	﹤0.01%	1610
2017 Q1	$8K	Hold	650	–	–	﹤0.01%	1572
2016 Q4	$8K	Hold	650	–	–	﹤0.01%	1510
2016 Q3	$8K	Hold	650	–	–	﹤0.01%	1457
2016 Q2	$8K	Hold	650	–	–	﹤0.01%	1406
2016 Q1	$8K	Buy	+650	New	+$8.38K	﹤0.01%	1396

Other funds holding SPFF

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Geneos Wealth Management's SPFF Position: Q3 2022 in Review

Geneos Wealth Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2022, closing a stake of 820 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in SPFF in Q1 2016 and held it in 26 quarters. The position peaked at $9K in Q1 2022. 46 funds tracked by Wall St. Rank hold SPFF as of Q3 2022.

Geneos Wealth Management reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 820 Global X SuperIncome Preferred ETF shares in Q3 2022, an estimated $8K.
Geneos Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's Global X SuperIncome Preferred ETF position peaked at $9K in Q1 2022.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.