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

Gupta Wealth 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
2016 Q1	$3K	Hold	248	–	–	﹤0.01%	1032
2015 Q4	$3K	Sell	248 -458	-65%	-$6.11K	﹤0.01%	1091
2015 Q3	$9K	Buy	706 +248	+54%	+$3.43K	﹤0.01%	933
2015 Q2	$7K	Sell	458 -607	-57%	-$8.77K	﹤0.01%	974
2015 Q1	$16K	Buy	+1,065	New	+$15.6K	﹤0.01%	659

Other funds holding SPFF

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PAS

Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Gupta Wealth Management's SPFF Position: Q1 2016 in Review

Gupta Wealth Management held its Global X SuperIncome Preferred ETF (SPFF) position steady in Q1 2016 at 248 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Gupta Wealth Management first reported a position in SPFF in Q1 2015 and has held it in 5 quarters since. The position peaked at $16K in Q1 2015. 36 funds tracked by Wall St. Rank hold SPFF as of Q1 2016.

Gupta Wealth Management held 248 shares of Global X SuperIncome Preferred ETF worth $3K as of Q1 2016.
Gupta Wealth Management left its Global X SuperIncome Preferred ETF share count unchanged in Q1 2016.
Global X SuperIncome Preferred ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1032 holding.
Gupta Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Global X SuperIncome Preferred ETF position peaked at $16K in Q1 2015.
36 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.