PWMG
SPFF icon

Provence Wealth Management Group’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Provence Wealth Management 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
2023
Q4 		$3.1K Hold
341
– – ﹤0.01% 383
2023
Q3 		$2.99K Buy
+341
New +$3.04K ﹤0.01% 387

Other funds holding SPFF

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Morgan Stanley
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Provence Wealth Management Group's SPFF Position: Q4 2023 in Review

Provence Wealth Management Group held its Global X SuperIncome Preferred ETF (SPFF) position steady in Q4 2023 at 341 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Provence Wealth Management Group first reported a position in SPFF in Q3 2023 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold SPFF as of Q4 2023.

  • Provence Wealth Management Group held 341 shares of Global X SuperIncome Preferred ETF worth $3.1K as of Q4 2023.
  • Provence Wealth Management Group left its Global X SuperIncome Preferred ETF share count unchanged in Q4 2023.
  • Global X SuperIncome Preferred ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #383 holding.
  • Provence Wealth Management Group first reported a position in Global X SuperIncome Preferred ETF in Q3 2023 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.