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

Global Wealth Management Investment Advisory’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	-221	Closed	-$2K	–	604
2020 Q2	$2K	Hold	221	–	–	﹤0.01%	531
2020 Q1	$2K	Hold	221	–	–	﹤0.01%	522
2019 Q4	$3K	Hold	221	–	–	﹤0.01%	494
2019 Q3	$3K	Hold	221	–	–	﹤0.01%	471
2019 Q2	$3K	Sell	221 -272	-55%	-$3.16K	﹤0.01%	515
2019 Q1	$6K	Sell	493 -1,329	-73%	-$15.3K	﹤0.01%	435
2018 Q4	$20K	Buy	+1,822	New	+$20.7K	0.01%	299

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 Wealth Management Investment Advisory's SPFF Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2020, closing a stake of 221 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in SPFF in Q4 2018 and held it in 7 quarters. The position peaked at $20K in Q4 2018. 45 funds tracked by Wall St. Rank hold SPFF as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 221 Global X SuperIncome Preferred ETF shares in Q3 2020, an estimated $2K.
Global Wealth Management Investment Advisory first reported a position in Global X SuperIncome Preferred ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Global X SuperIncome Preferred ETF position peaked at $20K in Q4 2018.
45 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.