Newbridge Financial Services Group’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Newbridge Financial Services 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
2024 Q1	–	Sell	-572	Closed	-$5.19K	–	1284
2023 Q4	$5.19K	Hold	572	–	–	﹤0.01%	855
2023 Q3	$5.02K	Hold	572	–	–	﹤0.01%	949
2023 Q2	$5.17K	Hold	572	–	–	﹤0.01%	1003
2023 Q1	$5.37K	Sell	572 -702	-55%	-$6.95K	﹤0.01%	1048
2022 Q4	$12K	Hold	1,274	–	–	0.01%	871
2022 Q3	$13K	Hold	1,274	–	–	0.01%	821
2022 Q2	$13K	Hold	1,274	–	–	0.01%	788
2022 Q1	$14K	Hold	1,274	–	–	0.01%	843
2021 Q4	$15K	Hold	1,274	–	–	0.01%	820
2021 Q3	$15K	Hold	1,274	–	–	0.01%	753
2021 Q2	$15K	Hold	1,274	–	–	0.01%	863
2021 Q1	$15K	Hold	1,274	–	–	0.01%	772
2020 Q4	$15K	Hold	1,274	–	–	0.01%	618
2020 Q3	$14K	Buy	+1,274	New	+$14K	0.01%	592

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Newbridge Financial Services Group's SPFF Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2024, closing a stake of 572 shares — an estimated $5.19K sold.

Newbridge Financial Services Group first reported a position in SPFF in Q3 2020 and held it in 14 quarters. The position peaked at $15K in Q4 2021. 42 funds tracked by Wall St. Rank hold SPFF as of Q1 2024.

Newbridge Financial Services Group reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 572 Global X SuperIncome Preferred ETF shares in Q1 2024, an estimated $5.19K.
Newbridge Financial Services Group first reported a position in Global X SuperIncome Preferred ETF in Q3 2020 and held it in 14 quarters.
Newbridge Financial Services Group's Global X SuperIncome Preferred ETF position peaked at $15K in Q4 2021.
42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.