Weaver Consulting Group’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Weaver Consulting Group’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
2019 Q4	–	Sell	-1,000	Closed	-$12K	–	870
2019 Q3	$12K	Hold	1,000	–	–	0.01%	443
2019 Q2	$12K	Hold	1,000	–	–	0.01%	421
2019 Q1	$12K	Buy	+1,000	New	+$11.5K	﹤0.01%	877

Other funds holding SPFF

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

FIM

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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

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

AAMA

Advanced Asset Management Advisors Dublin, Ohio $380M AUM 31.88% 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

Weaver Consulting Group's SPFF Position: Q4 2019 in Review

Weaver Consulting Group sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2019, closing a stake of 1,000 shares — an estimated $12K sold.

Weaver Consulting Group first reported a position in SPFF in Q1 2019 and held it in 3 quarters. The position peaked at $12K in Q3 2019. 53 funds tracked by Wall St. Rank hold SPFF as of Q4 2019.

Weaver Consulting Group reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2019 after selling out during the quarter.
Weaver Consulting Group sold 1,000 Global X SuperIncome Preferred ETF shares in Q4 2019, an estimated $12K.
Weaver Consulting Group first reported a position in Global X SuperIncome Preferred ETF in Q1 2019 and held it in 3 quarters.
Weaver Consulting Group's Global X SuperIncome Preferred ETF position peaked at $12K in Q3 2019.
53 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2019.

Based on Weaver Consulting Group's 13F filing for Q4 2019, filed 31 Jan 2020.