WealthPLAN Partners’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$196K Buy
14,694
+40
+0.3% +$545 0.06% 150
2016
Q2
$199K Buy
+14,654
New +$197K 0.03% 383
2015
Q4
$84.6K Buy
+6,430
New +$85.8K 0.01% 460

Other funds holding SPFF

WealthPLAN Partners's SPFF Position: Q3 2016 in Review

WealthPLAN Partners increased its Global X SuperIncome Preferred ETF (SPFF) stake by 0.27% in Q3 2016, buying an estimated $545 and bringing the position to 14,694 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #150.

WealthPLAN Partners first reported a position in SPFF in Q4 2015 and has held it in 3 quarters since. The position peaked at $199K in Q2 2016. 38 funds tracked by Wall St. Rank hold SPFF as of Q3 2016.

  • WealthPLAN Partners held 14,694 shares of Global X SuperIncome Preferred ETF worth $196K as of Q3 2016.
  • WealthPLAN Partners bought 40 Global X SuperIncome Preferred ETF shares in Q3 2016, an estimated $545.
  • Global X SuperIncome Preferred ETF made up 0.06% of WealthPLAN Partners's portfolio in Q3 2016, its #150 holding.
  • WealthPLAN Partners first reported a position in Global X SuperIncome Preferred ETF in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Global X SuperIncome Preferred ETF position peaked at $199K in Q2 2016.
  • 38 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.