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Sowell Financial Services’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-830
Closed -$10K – 2397
2021
Q1 		$10K Buy
+830
New +$9.77K ﹤0.01% 2331

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sowell Financial Services's SPFF Position: Q2 2021 in Review

Sowell Financial Services sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2021, closing a stake of 830 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in SPFF in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 42 funds tracked by Wall St. Rank hold SPFF as of Q2 2021.

  • Sowell Financial Services reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 830 Global X SuperIncome Preferred ETF shares in Q2 2021, an estimated $10K.
  • Sowell Financial Services first reported a position in Global X SuperIncome Preferred ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Global X SuperIncome Preferred ETF position peaked at $10K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.