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

Lake Point 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
2019 Q1	–	Sell	-467	Closed	-$5K	–	838
2018 Q4	$5K	Buy	+467	New	+$5.31K	﹤0.01%	565

Other funds holding SPFF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Lake Point Wealth Management's SPFF Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2019, closing a stake of 467 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in SPFF in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 50 funds tracked by Wall St. Rank hold SPFF as of Q1 2019.

Lake Point Wealth Management reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 467 Global X SuperIncome Preferred ETF shares in Q1 2019, an estimated $5K.
Lake Point Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's Global X SuperIncome Preferred ETF position peaked at $5K in Q4 2018.
50 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.