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

Simplicity 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
2019 Q2	–	Sell	-13,493	Closed	-$157K	–	849
2019 Q1	$157K	Sell	13,493 -13,571	-50%	-$156K	0.01%	714
2018 Q4	$299K	Buy	27,064 +12,960	+92%	+$147K	0.04%	448
2018 Q3	$168K	Buy	+14,104	New	+$169K	0.01%	540

Other funds holding SPFF

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

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LTFS

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

Simplicity Solutions's SPFF Position: Q2 2019 in Review

Simplicity Solutions sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2019, closing a stake of 13,493 shares — an estimated $157K sold.

Simplicity Solutions first reported a position in SPFF in Q3 2018 and held it in 3 quarters. The position peaked at $299K in Q4 2018. 51 funds tracked by Wall St. Rank hold SPFF as of Q2 2019.

Simplicity Solutions reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2019 after selling out during the quarter.
Simplicity Solutions sold 13,493 Global X SuperIncome Preferred ETF shares in Q2 2019, an estimated $157K.
Simplicity Solutions first reported a position in Global X SuperIncome Preferred ETF in Q3 2018 and held it in 3 quarters.
Simplicity Solutions's Global X SuperIncome Preferred ETF position peaked at $299K in Q4 2018.
51 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.