IVC Wealth Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

IVC Wealth Advisors’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	-10,450	Closed	-$96.2K	–	172
2024 Q2	$96.2K	Hold	10,450	–	–	0.05%	165
2024 Q1	$98.9K	Hold	10,450	–	–	0.06%	162
2023 Q4	$94.9K	Hold	10,450	–	–	0.06%	159
2023 Q3	$91.7K	Sell	10,450 -12,482	-54%	-$111K	0.06%	150
2023 Q2	$207K	Sell	22,932 -1,500	-6%	-$13.5K	0.13%	143
2023 Q1	$229K	Sell	24,432 -10,651	-30%	-$105K	0.16%	125
2022 Q4	$330K	Hold	35,083	–	–	0.24%	98
2022 Q3	$347K	Sell	35,083 -2,000	-5%	-$20.7K	0.28%	90
2022 Q2	$381K	Sell	37,083 -4,164	-10%	-$43.9K	0.29%	82
2022 Q1	$460K	Sell	41,247 -9,015	-18%	-$101K	0.3%	80
2021 Q4	$589K	Sell	50,262 -450	-0.9%	-$5.3K	0.38%	66
2021 Q3	$607K	Sell	50,712 -383	-0.7%	-$4.6K	0.42%	62
2021 Q2	$617K	Sell	51,095 -8,369	-14%	-$100K	0.43%	62
2021 Q1	$707K	Sell	59,464 -5,344	-8%	-$62.9K	0.56%	50
2020 Q4	$765K	Buy	+64,808	New	+$742K	0.73%	37

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

IVC Wealth Advisors's SPFF Position: Q3 2024 in Review

IVC Wealth Advisors sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2024, closing a stake of 10,450 shares — an estimated $96.2K sold.

IVC Wealth Advisors first reported a position in SPFF in Q4 2020 and held it in 15 quarters. The position peaked at $765K in Q4 2020. 40 funds tracked by Wall St. Rank hold SPFF as of Q3 2024.

IVC Wealth Advisors reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2024 after selling out during the quarter.
IVC Wealth Advisors sold 10,450 Global X SuperIncome Preferred ETF shares in Q3 2024, an estimated $96.2K.
IVC Wealth Advisors first reported a position in Global X SuperIncome Preferred ETF in Q4 2020 and held it in 15 quarters.
IVC Wealth Advisors's Global X SuperIncome Preferred ETF position peaked at $765K in Q4 2020.
40 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2024.

Based on IVC Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.