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

Global Financial Private Client’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 Q3	–	Sell	-427	Closed	-$4.51K	–	509
2020 Q2	$4.51K	Sell	427 -3,143	-88%	-$32.7K	﹤0.01%	393
2020 Q1	$33.2K	Hold	3,570	–	–	0.04%	254
2019 Q4	$41.9K	Buy	+3,570	New	+$41.8K	0.04%	259

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

FIM

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Global Financial Private Client's SPFF Position: Q3 2020 in Review

Global Financial Private Client sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2020, closing a stake of 427 shares — an estimated $4.51K sold.

Global Financial Private Client first reported a position in SPFF in Q4 2019 and held it in 3 quarters. The position peaked at $41.9K in Q4 2019. 45 funds tracked by Wall St. Rank hold SPFF as of Q3 2020.

Global Financial Private Client reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2020 after selling out during the quarter.
Global Financial Private Client sold 427 Global X SuperIncome Preferred ETF shares in Q3 2020, an estimated $4.51K.
Global Financial Private Client first reported a position in Global X SuperIncome Preferred ETF in Q4 2019 and held it in 3 quarters.
Global Financial Private Client's Global X SuperIncome Preferred ETF position peaked at $41.9K in Q4 2019.
45 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2020.

Based on Global Financial Private Client's 13F filing for Q3 2020, filed 16 May 2024.