AssetMark Inc’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

AssetMark Inc’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 Q1	–	Sell	-10	Closed	-$93	–	3589
2025 Q4	$93	Hold	10	–	–	﹤0.01%	3310
2025 Q3	$92	Sell	10 -52	-84%	-$480	﹤0.01%	3127
2025 Q2	$556	Hold	62	–	–	﹤0.01%	2726
2025 Q1	$556	Hold	62	–	–	﹤0.01%	2396
2024 Q4	$574	Hold	62	–	–	﹤0.01%	2350
2024 Q3	$604	Hold	62	–	–	﹤0.01%	2064
2024 Q2	$571	Hold	62	–	–	﹤0.01%	1912
2024 Q1	$587	Hold	62	–	–	﹤0.01%	1713
2023 Q4	$563	Hold	62	–	–	﹤0.01%	1670
2023 Q3	$544	Hold	62	–	–	﹤0.01%	1579
2023 Q2	$560	Hold	62	–	–	﹤0.01%	1503
2023 Q1	$582	Hold	62	–	–	﹤0.01%	1484
2022 Q4	$584	Hold	62	–	–	﹤0.01%	1512
2022 Q3	$1K	Hold	62	–	–	﹤0.01%	1481
2022 Q2	$1K	Hold	62	–	–	﹤0.01%	1446
2022 Q1	$1K	Hold	62	–	–	﹤0.01%	1511
2021 Q4	$1K	Hold	62	–	–	﹤0.01%	1469
2021 Q3	$1K	Hold	62	–	–	﹤0.01%	1355
2021 Q2	$1K	Hold	62	–	–	﹤0.01%	1282
2021 Q1	$1K	Hold	62	–	–	﹤0.01%	1295
2020 Q4	$1K	Hold	62	–	–	﹤0.01%	1349
2020 Q3	$1K	Buy	+62	New	+$681	﹤0.01%	1271

Other funds holding SPFF

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

SIS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AssetMark Inc's SPFF Position: Q1 2026 in Review

AssetMark Inc sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2026, closing a stake of 10 shares — an estimated $93 sold.

AssetMark Inc first reported a position in SPFF in Q3 2020 and held it in 22 quarters. The position peaked at $1K in Q3 2022. 46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

AssetMark Inc reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2026 after selling out during the quarter.
AssetMark Inc sold 10 Global X SuperIncome Preferred ETF shares in Q1 2026, an estimated $93.
AssetMark Inc first reported a position in Global X SuperIncome Preferred ETF in Q3 2020 and held it in 22 quarters.
AssetMark Inc's Global X SuperIncome Preferred ETF position peaked at $1K in Q3 2022.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.