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Independent Portfolio Consultants’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-93,917
Closed -$1.38M – 1016
2015
Q1 		$1.38M Buy
93,917
+5,372
+6% +$78.6K 0.28% 124
2014
Q4 		$1.29M Buy
88,545
+945
+1% +$13.9K 0.26% 133
2014
Q3 		$1.3M Buy
+87,600
New +$1.31M 0.35% 64

Other funds holding SPFF

BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Independent Portfolio Consultants's SPFF Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2015, closing a stake of 93,917 shares — an estimated $1.38M sold.

Independent Portfolio Consultants first reported a position in SPFF in Q3 2014 and held it in 3 quarters. The position peaked at $1.38M in Q1 2015. 33 funds tracked by Wall St. Rank hold SPFF as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 93,917 Global X SuperIncome Preferred ETF shares in Q2 2015, an estimated $1.38M.
  • Independent Portfolio Consultants first reported a position in Global X SuperIncome Preferred ETF in Q3 2014 and held it in 3 quarters.
  • Independent Portfolio Consultants's Global X SuperIncome Preferred ETF position peaked at $1.38M in Q1 2015.
  • 33 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.