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Genesis Wealth Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$41.3K Sell
2,926
-266
-8% -$3.84K 0.03% 197
2015
Q1 		$46.5K Hold
3,192
– – 0.04% 198
2014
Q4 		$47K Buy
+3,192
New +$46.8K 0.04% 223

Other funds holding SPFF

BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Genesis Wealth Advisors's SPFF Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Global X SuperIncome Preferred ETF (SPFF) stake by 8.3% in Q2 2015, selling an estimated $3.84K and leaving 2,926 shares worth $41.3K. The position accounts for 0.03% of the portfolio, ranked #197.

Genesis Wealth Advisors first reported a position in SPFF in Q4 2014 and has held it in 3 quarters since. The position peaked at $47K in Q4 2014. 33 funds tracked by Wall St. Rank hold SPFF as of Q2 2015.

  • Genesis Wealth Advisors held 2,926 shares of Global X SuperIncome Preferred ETF worth $41.3K as of Q2 2015.
  • Genesis Wealth Advisors sold 266 Global X SuperIncome Preferred ETF shares in Q2 2015, an estimated $3.84K.
  • Global X SuperIncome Preferred ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #197 holding.
  • Genesis Wealth Advisors first reported a position in Global X SuperIncome Preferred ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Global X SuperIncome Preferred ETF position peaked at $47K in Q4 2014.
  • 33 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.