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

GeoWealth 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
2019 Q4	–	Sell	-22,499	Closed	-$264K	–	196
2019 Q3	$264K	Buy	+22,499	New	+$263K	0.06%	168

Other funds holding SPFF

LPL Financial San Diego, California $377B AUM 19.32% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

FIM

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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

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

AAMA

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

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

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

GeoWealth Management's SPFF Position: Q4 2019 in Review

GeoWealth Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2019, closing a stake of 22,499 shares — an estimated $264K sold.

GeoWealth Management first reported a position in SPFF in Q3 2019 and held it in 1 quarter. The position peaked at $264K in Q3 2019. 53 funds tracked by Wall St. Rank hold SPFF as of Q4 2019.

GeoWealth Management reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2019 after selling out during the quarter.
GeoWealth Management sold 22,499 Global X SuperIncome Preferred ETF shares in Q4 2019, an estimated $264K.
GeoWealth Management first reported a position in Global X SuperIncome Preferred ETF in Q3 2019 and held it in 1 quarter.
GeoWealth Management's Global X SuperIncome Preferred ETF position peaked at $264K in Q3 2019.
53 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.