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

Blue Trust 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	-150	Closed	-$1.4K	–	2665
2025 Q4	$1.4K	Hold	150	–	–	﹤0.01%	2214
2025 Q3	$1.39K	Buy	+150	New	+$1.39K	﹤0.01%	2240
2024 Q1	–	Sell	-54	Closed	–	–	2662
2023 Q4	$0	Buy	+54	New	+$469	﹤0.01%	2685

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

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 $374B AUM 17.66% 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

Blue Trust Inc's SPFF Position: Q1 2026 in Review

Blue Trust Inc sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2026, closing a stake of 150 shares — an estimated $1.4K sold.

Blue Trust Inc first reported a position in SPFF in Q4 2023 and held it in 3 quarters. The position peaked at $1.4K in Q4 2025. 46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

Blue Trust Inc reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 150 Global X SuperIncome Preferred ETF shares in Q1 2026, an estimated $1.4K.
Blue Trust Inc first reported a position in Global X SuperIncome Preferred ETF in Q4 2023 and held it in 3 quarters.
Blue Trust Inc's Global X SuperIncome Preferred ETF position peaked at $1.4K in Q4 2025.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.