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

WealthShield Partners’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
2020 Q4	–	Sell	-14,791	Closed	-$164K	–	400
2020 Q3	$164K	Hold	14,791	–	–	0.06%	249
2020 Q2	$156K	Hold	14,791	–	–	0.07%	207
2020 Q1	$142K	Sell	14,791 -6,819	-32%	-$76.1K	0.09%	164
2019 Q4	$254K	Hold	21,610	–	–	0.12%	156
2019 Q3	$254K	Hold	21,610	–	–	0.13%	145
2019 Q2	$251K	Buy	+21,610	New	+$251K	0.15%	131

Other funds holding SPFF

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

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

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

WealthShield Partners's SPFF Position: Q4 2020 in Review

WealthShield Partners sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2020, closing a stake of 14,791 shares — an estimated $164K sold.

WealthShield Partners first reported a position in SPFF in Q2 2019 and held it in 6 quarters. The position peaked at $254K in Q4 2019. 45 funds tracked by Wall St. Rank hold SPFF as of Q4 2020.

WealthShield Partners reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2020 after selling out during the quarter.
WealthShield Partners sold 14,791 Global X SuperIncome Preferred ETF shares in Q4 2020, an estimated $164K.
WealthShield Partners first reported a position in Global X SuperIncome Preferred ETF in Q2 2019 and held it in 6 quarters.
WealthShield Partners's Global X SuperIncome Preferred ETF position peaked at $254K in Q4 2019.
45 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.