Gradient Investments’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-178	Closed	-$1.64K	–	1129
2024 Q2	$1.64K	Hold	178	–	–	﹤0.01%	1014
2024 Q1	$1.69K	Sell	178 -3,475	-95%	-$32.6K	﹤0.01%	848
2023 Q4	$33.2K	Buy	3,653 +1,818	+99%	+$15.8K	﹤0.01%	619
2023 Q3	$16.1K	Sell	1,835 -167	-8%	-$1.49K	﹤0.01%	714
2023 Q2	$18.1K	Sell	2,002 -84	-4%	-$756	﹤0.01%	710
2023 Q1	$19.6K	Sell	2,086 -441,870	-100%	-$4.37M	﹤0.01%	680
2022 Q4	$4.18M	Buy	443,956 +15,070	+4%	+$146K	0.13%	143
2022 Q3	$4.25M	Buy	428,886 +428,708	+240,847%	+$4.44M	0.13%	142
2022 Q2	$2K	Hold	178	–	–	﹤0.01%	1072
2022 Q1	$2K	Hold	178	–	–	﹤0.01%	1062
2021 Q4	$2K	Hold	178	–	–	﹤0.01%	1094
2021 Q3	$2K	Hold	178	–	–	﹤0.01%	1031
2021 Q2	$2K	Hold	178	–	–	﹤0.01%	1019
2021 Q1	$2K	Sell	178 -2,189	-92%	-$25.8K	﹤0.01%	1030
2020 Q4	$26K	Hold	2,367	–	–	﹤0.01%	521
2020 Q3	$26K	Hold	2,367	–	–	﹤0.01%	525
2020 Q2	$25K	Sell	2,367 -179	-7%	-$1.86K	﹤0.01%	492
2020 Q1	$25K	Hold	2,546	–	–	﹤0.01%	471
2019 Q4	$30K	Hold	2,546	–	–	﹤0.01%	496
2019 Q3	$30K	Sell	2,546 -80	-3%	-$936	﹤0.01%	464
2019 Q2	$31K	Sell	2,626 -1,073	-29%	-$12.5K	﹤0.01%	449
2019 Q1	$43K	Buy	3,699 +242	+7%	+$2.78K	﹤0.01%	355
2018 Q4	$38K	Sell	3,457 -406	-11%	-$4.62K	﹤0.01%	375
2018 Q3	$46K	Hold	3,863	–	–	﹤0.01%	371
2018 Q2	$46K	Hold	3,863	–	–	﹤0.01%	352
2018 Q1	$46K	Sell	3,863 -255	-6%	-$3.07K	﹤0.01%	350
2017 Q4	$50K	Buy	+4,118	New	+$50.9K	﹤0.01%	352
2017 Q3	–	Sell	-5,048	Closed	-$65K	–	636
2017 Q2	$65K	Sell	5,048 -499,116	-99%	-$6.43M	﹤0.01%	288
2017 Q1	$6.59M	Buy	504,164 +51,681	+11%	+$674K	0.5%	38
2016 Q4	$5.79M	Buy	452,483 +19,172	+4%	+$249K	0.51%	41
2016 Q3	$5.83M	Buy	433,311 +49,058	+13%	+$668K	0.57%	27
2016 Q2	$5.21M	Buy	384,253 +59,446	+18%	+$798K	0.56%	27
2016 Q1	$4.32M	Buy	324,807 +31,210	+11%	+$402K	0.53%	33
2015 Q4	$3.86M	Buy	293,597 +20,282	+7%	+$270K	0.51%	36
2015 Q3	$3.67M	Buy	273,315 +75,347	+38%	+$1.04M	0.52%	32
2015 Q2	$2.8M	Buy	197,968 +25,021	+14%	+$362K	0.38%	81
2015 Q1	$2.54M	Buy	172,947 +14,685	+9%	+$215K	0.38%	83
2014 Q4	$2.3M	Buy	158,262 +30,366	+24%	+$446K	0.38%	79
2014 Q3	$1.9M	Buy	127,896 +41,888	+49%	+$626K	0.34%	82
2014 Q2	$1.3M	Buy	86,008 +35,066	+69%	+$527K	0.25%	86
2014 Q1	$767K	Buy	50,942 +22,576	+80%	+$335K	0.18%	95
2013 Q4	$414K	Buy	28,366 +27,303	+2,568%	+$403K	0.11%	104
2013 Q3	$16K	Buy	+1,063	New	+$15.5K	0.01%	247

Other funds holding SPFF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gradient Investments's SPFF Position: Q3 2024 in Review

Gradient Investments sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2024, closing a stake of 178 shares — an estimated $1.64K sold.

Gradient Investments first reported a position in SPFF in Q3 2013 and held it in 43 quarters. The position peaked at $6.59M in Q1 2017. 40 funds tracked by Wall St. Rank hold SPFF as of Q3 2024.

Gradient Investments reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 178 Global X SuperIncome Preferred ETF shares in Q3 2024, an estimated $1.64K.
Gradient Investments first reported a position in Global X SuperIncome Preferred ETF in Q3 2013 and held it in 43 quarters.
Gradient Investments's Global X SuperIncome Preferred ETF position peaked at $6.59M in Q1 2017.
40 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.