AE Wealth Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

AE Wealth 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
2026 Q2	$11.1K	Buy	1,188 +15	+1%	+$141	﹤0.01%	2365
2026 Q1	$10.4K	Sell	1,173 -3,416	-74%	-$31.6K	﹤0.01%	2272
2025 Q4	$42.8K	Sell	4,589 -55,784	-92%	-$517K	﹤0.01%	1880
2025 Q3	$558K	Buy	60,373 +10,337	+21%	+$95.5K	﹤0.01%	931
2025 Q2	$449K	Buy	50,036 +6,654	+15%	+$58.1K	﹤0.01%	964
2025 Q1	$389K	Buy	43,382 +9,764	+29%	+$90.4K	﹤0.01%	993
2024 Q4	$311K	Buy	33,618 +3,860	+13%	+$37.3K	﹤0.01%	1085
2024 Q3	$290K	Buy	29,758 +2,720	+10%	+$25.6K	﹤0.01%	1042
2024 Q2	$249K	Sell	27,038 -1,368	-5%	-$12.5K	﹤0.01%	1090
2024 Q1	$269K	Sell	28,406 -2,926	-9%	-$27.4K	﹤0.01%	997
2023 Q4	$295K	Sell	31,332 -1,592	-5%	-$13.8K	﹤0.01%	1709
2023 Q3	$289K	Buy	32,924 +64	+0.2%	+$570	﹤0.01%	1627
2023 Q2	$297K	Buy	32,860 +2,301	+8%	+$20.7K	﹤0.01%	1621
2023 Q1	$287K	Sell	30,559 -4,011	-12%	-$39.7K	﹤0.01%	1575
2022 Q4	$325K	Buy	34,570 +15,761	+84%	+$153K	﹤0.01%	1472
2022 Q3	$186K	Buy	+18,809	New	+$195K	﹤0.01%	1618
2019 Q3	–	Sell	-14,583	Closed	-$169K	–	1061
2019 Q2	$169K	Sell	14,583 -409	-3%	-$4.75K	0.01%	911
2019 Q1	$174K	Sell	14,992 -12,072	-45%	-$139K	0.01%	605
2018 Q4	$299K	Sell	27,064 -9,610	-26%	-$109K	0.05%	348
2018 Q3	$437K	Buy	36,674 +24,607	+204%	+$294K	0.02%	354
2018 Q2	$144K	Buy	+12,067	New	+$143K	0.01%	434
2018 Q1	–	Sell	-19,884	Closed	-$242K	–	470
2017 Q4	$242K	Buy	19,884 +7,636	+62%	+$94.3K	0.02%	363
2017 Q3	$155K	Sell	12,248 -8,997	-42%	-$115K	0.01%	386
2017 Q2	$273K	Buy	21,245 +2,985	+16%	+$38.4K	0.03%	310
2017 Q1	$239K	Buy	18,260 +4,434	+32%	+$57.8K	0.04%	237
2016 Q4	$177K	Buy	+13,826	New	+$179K	0.07%	185

Other funds holding SPFF

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

AE Wealth Management's SPFF Position: Q2 2026 in Review

AE Wealth Management increased its Global X SuperIncome Preferred ETF (SPFF) stake by 1.3% in Q2 2026, buying an estimated $141 and bringing the position to 1,188 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

AE Wealth Management first reported a position in SPFF in Q4 2016 and has held it in 26 quarters since. The position peaked at $558K in Q3 2025. 42 funds tracked by Wall St. Rank hold SPFF as of Q2 2026.

AE Wealth Management held 1,188 shares of Global X SuperIncome Preferred ETF worth $11.1K as of Q2 2026.
AE Wealth Management bought 15 Global X SuperIncome Preferred ETF shares in Q2 2026, an estimated $141.
Global X SuperIncome Preferred ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2365 holding.
AE Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q4 2016 and has held it in 26 quarters since.
AE Wealth Management's Global X SuperIncome Preferred ETF position peaked at $558K in Q3 2025.
42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.