Patriot Financial Group Insurance Agency’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q2	–	Sell	-1,000	Closed	-$11K	–	2163
2022 Q1	$11K	Hold	1,000	–	–	﹤0.01%	1331
2021 Q4	$12K	Buy	1,000 +250	+33%	+$2.95K	﹤0.01%	1436
2021 Q3	$9K	Buy	+750	New	+$9.02K	﹤0.01%	1528

Other funds holding SPFF

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

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

HWAM

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPFF Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2022, closing a stake of 1,000 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in SPFF in Q3 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 47 funds tracked by Wall St. Rank hold SPFF as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,000 Global X SuperIncome Preferred ETF shares in Q2 2022, an estimated $11K.
Patriot Financial Group Insurance Agency first reported a position in Global X SuperIncome Preferred ETF in Q3 2021 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Global X SuperIncome Preferred ETF position peaked at $12K in Q4 2021.
47 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.