High Net Worth Advisory Group’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-2,000	Closed	-$18.8K	–	518
2022 Q4	$18.8K	Hold	2,000	–	–	0.01%	444
2022 Q3	$20K	Buy	+2,000	New	+$20.7K	0.01%	453

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

High Net Worth Advisory Group's SPFF Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2023, closing a stake of 2,000 shares — an estimated $18.8K sold.

High Net Worth Advisory Group first reported a position in SPFF in Q3 2022 and held it in 2 quarters. The position peaked at $20K in Q3 2022. 50 funds tracked by Wall St. Rank hold SPFF as of Q1 2023.

High Net Worth Advisory Group reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 2,000 Global X SuperIncome Preferred ETF shares in Q1 2023, an estimated $18.8K.
High Net Worth Advisory Group first reported a position in Global X SuperIncome Preferred ETF in Q3 2022 and held it in 2 quarters.
High Net Worth Advisory Group's Global X SuperIncome Preferred ETF position peaked at $20K in Q3 2022.
50 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.