Global Financial Private Capital’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Global Financial Private Capital’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
2020 Q2	$68K	Sell	6,431 -1,143	-15%	-$11.9K	﹤0.01%	261
2020 Q1	$73K	Sell	7,574 -798	-10%	-$8.9K	﹤0.01%	253
2019 Q4	$99K	Sell	8,372 -1,068	-11%	-$12.5K	0.01%	269
2019 Q3	$111K	Sell	9,440 -2,529	-21%	-$29.6K	0.01%	263
2019 Q2	$139K	Buy	+11,969	New	+$139K	0.01%	281
2018 Q1	–	Sell	-12,104	Closed	-$147K	–	554
2017 Q4	$147K	Sell	12,104 -6,199	-34%	-$76.6K	0.01%	491
2017 Q3	$232K	Buy	+18,303	New	+$233K	0.01%	433

Other funds holding SPFF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

FIM

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Global Financial Private Capital's SPFF Position: Q2 2020 in Review

Global Financial Private Capital reduced its Global X SuperIncome Preferred ETF (SPFF) stake by 15% in Q2 2020, selling an estimated $11.9K and leaving 6,431 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Global Financial Private Capital first reported a position in SPFF in Q3 2017 and has held it in 7 quarters since. The position peaked at $232K in Q3 2017. 44 funds tracked by Wall St. Rank hold SPFF as of Q2 2020.

Global Financial Private Capital held 6,431 shares of Global X SuperIncome Preferred ETF worth $68K as of Q2 2020.
Global Financial Private Capital sold 1,143 Global X SuperIncome Preferred ETF shares in Q2 2020, an estimated $11.9K.
Global X SuperIncome Preferred ETF made up ﹤0.01% of Global Financial Private Capital's portfolio in Q2 2020, its #261 holding.
Global Financial Private Capital first reported a position in Global X SuperIncome Preferred ETF in Q3 2017 and has held it in 7 quarters since.
Global Financial Private Capital's Global X SuperIncome Preferred ETF position peaked at $232K in Q3 2017.
44 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.