National Wealth Management Group’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

National Wealth Management 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 Q2	–	Sell	-10,205	Closed	-$88.1K	–	168
2023 Q1	$88.1K	Sell	10,205 -2,565	-20%	-$25.4K	0.1%	130
2022 Q4	$120K	Buy	+12,770	New	+$124K	0.14%	132

Other funds holding SPFF

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

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

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

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

HWAM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

National Wealth Management Group's SPFF Position: Q2 2023 in Review

National Wealth Management Group sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2023, closing a stake of 10,205 shares — an estimated $88.1K sold.

National Wealth Management Group first reported a position in SPFF in Q4 2022 and held it in 2 quarters. The position peaked at $120K in Q4 2022. 50 funds tracked by Wall St. Rank hold SPFF as of Q2 2023.

National Wealth Management Group reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2023 after selling out during the quarter.
National Wealth Management Group sold 10,205 Global X SuperIncome Preferred ETF shares in Q2 2023, an estimated $88.1K.
National Wealth Management Group first reported a position in Global X SuperIncome Preferred ETF in Q4 2022 and held it in 2 quarters.
National Wealth Management Group's Global X SuperIncome Preferred ETF position peaked at $120K in Q4 2022.
50 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.