Visionary Asset Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Visionary Asset Management’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
2018 Q3	–	Sell	-12,627	Closed	-$151K	–	319
2018 Q2	$151K	Buy	12,627 +1,541	+14%	+$18.2K	0.05%	273
2018 Q1	$131K	Buy	+11,086	New	+$133K	0.04%	263

Other funds holding SPFF

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

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

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

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

LTFS

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

AAMA

Advanced Asset Management Advisors Dublin, Ohio $380M AUM 31.88% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Visionary Asset Management's SPFF Position: Q3 2018 in Review

Visionary Asset Management sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2018, closing a stake of 12,627 shares — an estimated $151K sold.

Visionary Asset Management first reported a position in SPFF in Q1 2018 and held it in 2 quarters. The position peaked at $151K in Q2 2018. 42 funds tracked by Wall St. Rank hold SPFF as of Q3 2018.

Visionary Asset Management reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2018 after selling out during the quarter.
Visionary Asset Management sold 12,627 Global X SuperIncome Preferred ETF shares in Q3 2018, an estimated $151K.
Visionary Asset Management first reported a position in Global X SuperIncome Preferred ETF in Q1 2018 and held it in 2 quarters.
Visionary Asset Management's Global X SuperIncome Preferred ETF position peaked at $151K in Q2 2018.
42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2018.

Based on Visionary Asset Management's 13F filing for Q3 2018, filed 5 Oct 2018.