SFC
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Strategic Financial Concepts’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-35,480
Closed -$8.84K – 666
2024
Q2 		$8.84K Buy
+35,480
New +$325K 0.01% 421

Other funds holding SPFF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Strategic Financial Concepts's SPFF Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2024, closing a stake of 35,480 shares — an estimated $8.84K sold.

Strategic Financial Concepts first reported a position in SPFF in Q2 2024 and held it in 1 quarter. The position peaked at $8.84K in Q2 2024. 40 funds tracked by Wall St. Rank hold SPFF as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 35,480 Global X SuperIncome Preferred ETF shares in Q3 2024, an estimated $8.84K.
  • Strategic Financial Concepts first reported a position in Global X SuperIncome Preferred ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Global X SuperIncome Preferred ETF position peaked at $8.84K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.