Hennion & Walsh Asset Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Hennion & Walsh Asset 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
2024 Q1	–	Sell	-359,201	Closed	-$3.26M	–	881
2023 Q4	$3.26M	Buy	359,201 +59,925	+20%	+$520K	0.19%	144
2023 Q3	$2.63M	Buy	299,276 +24,183	+9%	+$216K	0.17%	163
2023 Q2	$2.49M	Buy	275,093 +42,079	+18%	+$379K	0.15%	185
2023 Q1	$2.19M	Buy	233,014 +52,219	+29%	+$517K	0.13%	193
2022 Q4	$1.7M	Buy	180,795 +13,049	+8%	+$127K	0.11%	229
2022 Q3	$1.66M	Buy	167,746 +5,024	+3%	+$52K	0.11%	220
2022 Q2	$1.67M	Buy	162,722 +4,278	+3%	+$45.1K	0.1%	228
2022 Q1	$1.77M	Sell	158,444 -12,040	-7%	-$135K	0.09%	241
2021 Q4	$2M	Sell	170,484 -12,716	-7%	-$150K	0.1%	233
2021 Q3	$2.19M	Buy	183,200 +432	+0.2%	+$5.19K	0.12%	231
2021 Q2	$2.21M	Buy	182,768 +13,445	+8%	+$161K	0.12%	231
2021 Q1	$2.01M	Buy	+169,323	New	+$1.99M	0.12%	228

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Hennion & Walsh Asset Management's SPFF Position: Q1 2024 in Review

Hennion & Walsh Asset Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2024, closing a stake of 359,201 shares — an estimated $3.26M sold.

Hennion & Walsh Asset Management first reported a position in SPFF in Q1 2021 and held it in 12 quarters. The position peaked at $3.26M in Q4 2023. 42 funds tracked by Wall St. Rank hold SPFF as of Q1 2024.

Hennion & Walsh Asset Management reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2024 after selling out during the quarter.
Hennion & Walsh Asset Management sold 359,201 Global X SuperIncome Preferred ETF shares in Q1 2024, an estimated $3.26M.
Hennion & Walsh Asset Management first reported a position in Global X SuperIncome Preferred ETF in Q1 2021 and held it in 12 quarters.
Hennion & Walsh Asset Management's Global X SuperIncome Preferred ETF position peaked at $3.26M in Q4 2023.
42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2024, filed 17 Apr 2024.