United Capital Financial Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

United Capital Financial 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 Q3	–	Sell	-12,682	Closed	-$115K	–	892
2023 Q2	$115K	Buy	+12,682	New	+$114K	﹤0.01%	874
2020 Q4	–	Sell	-34,466	Closed	-$382K	–	1224
2020 Q3	$382K	Sell	34,466 -77,649	-69%	-$853K	﹤0.01%	896
2020 Q2	$1.18M	Sell	112,115 -13,117	-10%	-$137K	0.01%	615
2020 Q1	$1.21M	Buy	+125,232	New	+$1.4M	0.01%	588

Other funds holding SPFF

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ASN

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

United Capital Financial Advisors's SPFF Position: Q3 2023 in Review

United Capital Financial Advisors sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2023, closing a stake of 12,682 shares — an estimated $115K sold.

United Capital Financial Advisors first reported a position in SPFF in Q1 2020 and held it in 4 quarters. The position peaked at $1.21M in Q1 2020. 48 funds tracked by Wall St. Rank hold SPFF as of Q3 2023.

United Capital Financial Advisors reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2023 after selling out during the quarter.
United Capital Financial Advisors sold 12,682 Global X SuperIncome Preferred ETF shares in Q3 2023, an estimated $115K.
United Capital Financial Advisors first reported a position in Global X SuperIncome Preferred ETF in Q1 2020 and held it in 4 quarters.
United Capital Financial Advisors's Global X SuperIncome Preferred ETF position peaked at $1.21M in Q1 2020.
48 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2023.

Based on United Capital Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.