Beacon Capital Management LLC (Tennessee)’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-626	Closed	-$5.62K	–	873
2025 Q2	$5.62K	Hold	626	–	–	﹤0.01%	735
2025 Q1	$5.61K	Hold	626	–	–	﹤0.01%	746
2024 Q4	$5.8K	Hold	626	–	–	﹤0.01%	694
2024 Q3	$6.1K	Sell	626 -560	-47%	-$5.27K	﹤0.01%	771
2024 Q2	$10.9K	Hold	1,186	–	–	﹤0.01%	556
2024 Q1	$11.2K	Hold	1,186	–	–	﹤0.01%	557
2023 Q4	$10.4K	Sell	1,186 -4	-0.3%	-$35	﹤0.01%	513
2023 Q3	$10.8K	Hold	1,190	–	–	﹤0.01%	545
2023 Q2	$10.8K	Sell	1,190 -1	-0.1%	-$9	﹤0.01%	545
2023 Q1	$11.2K	Sell	1,191 -3	-0.3%	-$30	﹤0.01%	475
2022 Q4	$11.2K	Sell	1,194 -415	-26%	-$4.03K	﹤0.01%	482
2022 Q3	$17K	Sell	1,609 -2	-0.1%	-$21	0.01%	385
2022 Q2	$18K	Hold	1,611	–	–	﹤0.01%	425
2022 Q1	$18K	Buy	+1,611	New	+$18.1K	﹤0.01%	425

Other funds holding SPFF

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

PWM

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SPFF Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2025, closing a stake of 626 shares — an estimated $5.62K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SPFF in Q1 2022 and held it in 14 quarters. The position peaked at $18K in Q2 2022. 48 funds tracked by Wall St. Rank hold SPFF as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 626 Global X SuperIncome Preferred ETF shares in Q3 2025, an estimated $5.62K.
Beacon Capital Management LLC (Tennessee) first reported a position in Global X SuperIncome Preferred ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Global X SuperIncome Preferred ETF position peaked at $18K in Q2 2022.
48 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.