Carson Wealth (CWM LLC)’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Carson Wealth (CWM LLC)’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	$281K	Buy	+31,607	New	+$293K	﹤0.01%	2429
2025 Q4	–	Sell	-113	Closed	-$1K	–	5621
2025 Q3	$1K	Hold	113	–	–	﹤0.01%	5190
2025 Q2	$1K	Buy	+113	New	+$987	﹤0.01%	5071

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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $6.36B AUM 28.76% 1-Year Est. Return

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

Carson Wealth (CWM LLC)'s SPFF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Global X SuperIncome Preferred ETF (SPFF) in Q1 2026: 31,607 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #2429 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in SPFF as recently as Q3 2025.

Carson Wealth (CWM LLC) first reported a position in SPFF in Q2 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

Carson Wealth (CWM LLC) held 31,607 shares of Global X SuperIncome Preferred ETF worth $281K as of Q1 2026.
Global X SuperIncome Preferred ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Global X SuperIncome Preferred ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2429 holding.
Carson Wealth (CWM LLC) first reported a position in Global X SuperIncome Preferred ETF in Q2 2025 and has held it in 3 quarters since.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.