Beam Wealth Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Beam Wealth Advisors’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 Q3	$244K	Buy	+26,914	New	+$252K	0.05%	115

Other funds holding SPFF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Beam Wealth Advisors's SPFF Position: Q3 2026 in Review

Beam Wealth Advisors opened a new position in Global X SuperIncome Preferred ETF (SPFF) in Q3 2026: 26,914 shares worth $244K. The stake represents 0.05% of the portfolio and ranks #115 among its holdings.

21 funds tracked by Wall St. Rank hold SPFF as of Q3 2026.

Beam Wealth Advisors held 26,914 shares of Global X SuperIncome Preferred ETF worth $244K as of Q3 2026.
Global X SuperIncome Preferred ETF was a new Beam Wealth Advisors position in Q3 2026.
Global X SuperIncome Preferred ETF made up 0.05% of Beam Wealth Advisors's portfolio in Q3 2026, its #115 holding.
21 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.