PFG Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

PFG Advisors’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 Q4	–	Sell	-11,567	Closed	-$102K	–	632
2023 Q3	$102K	Sell	11,567 -13,081	-53%	-$117K	0.01%	587
2023 Q2	$223K	Buy	24,648 +3,571	+17%	+$32.1K	0.02%	619
2023 Q1	$198K	Buy	21,077 +1,611	+8%	+$15.9K	0.02%	610
2022 Q4	$183K	Buy	19,466 +7,814	+67%	+$75.9K	0.02%	539
2022 Q3	$115K	Buy	+11,652	New	+$121K	0.01%	506

Other funds holding SPFF

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

PFG Advisors's SPFF Position: Q4 2023 in Review

PFG Advisors sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2023, closing a stake of 11,567 shares — an estimated $102K sold.

PFG Advisors first reported a position in SPFF in Q3 2022 and held it in 5 quarters. The position peaked at $223K in Q2 2023. 47 funds tracked by Wall St. Rank hold SPFF as of Q4 2023.

PFG Advisors reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2023 after selling out during the quarter.
PFG Advisors sold 11,567 Global X SuperIncome Preferred ETF shares in Q4 2023, an estimated $102K.
PFG Advisors first reported a position in Global X SuperIncome Preferred ETF in Q3 2022 and held it in 5 quarters.
PFG Advisors's Global X SuperIncome Preferred ETF position peaked at $223K in Q2 2023.
47 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2023.

Based on PFG Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.