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Orion Portfolio Solutions’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-99
Closed -$1K – 1803
2020
Q2 		$1K Hold
99
– – ﹤0.01% 2074
2020
Q1 		$1K Buy
+99
New +$1.1K ﹤0.01% 1804

Other funds holding SPFF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's SPFF Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2020, closing a stake of 99 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in SPFF in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 45 funds tracked by Wall St. Rank hold SPFF as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 99 Global X SuperIncome Preferred ETF shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Global X SuperIncome Preferred ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Global X SuperIncome Preferred ETF position peaked at $1K in Q2 2020.
  • 45 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.