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

Next Financial 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
2017 Q4	–	Sell	-2,466	Closed	-$31K	–	1248
2017 Q3	$31K	Hold	2,466	–	–	0.01%	853
2017 Q2	$32K	Hold	2,466	–	–	0.01%	921
2017 Q1	$32K	Sell	2,466 -560	-19%	-$7.3K	0.01%	882
2016 Q4	$39K	Sell	3,026 -300	-9%	-$3.89K	0.01%	1063
2016 Q3	$45K	Buy	3,326 +2,280	+218%	+$31.1K	0.01%	996
2016 Q2	$14K	Buy	+1,046	New	+$14K	﹤0.01%	1098

Other funds holding SPFF

ACM

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FIM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Next Financial Group's SPFF Position: Q4 2017 in Review

Next Financial Group sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2017, closing a stake of 2,466 shares — an estimated $31K sold.

Next Financial Group first reported a position in SPFF in Q2 2016 and held it in 6 quarters. The position peaked at $45K in Q3 2016. 43 funds tracked by Wall St. Rank hold SPFF as of Q4 2017.

Next Financial Group reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 2,466 Global X SuperIncome Preferred ETF shares in Q4 2017, an estimated $31K.
Next Financial Group first reported a position in Global X SuperIncome Preferred ETF in Q2 2016 and held it in 6 quarters.
Next Financial Group's Global X SuperIncome Preferred ETF position peaked at $45K in Q3 2016.
43 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.