Cornerstone Wealth Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Cornerstone Wealth Management’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	$195K	Buy	21,982 +3,893	+22%	+$36.1K	0.01%	683
2025 Q4	$169K	Buy	18,089 +1,592	+10%	+$14.8K	0.01%	666
2025 Q3	$152K	Buy	16,497 +512	+3%	+$4.73K	0.01%	662
2025 Q2	$143K	Buy	15,985 +1,732	+12%	+$15.1K	0.01%	629
2025 Q1	$128K	Buy	14,253 +902	+7%	+$8.35K	0.01%	589
2024 Q4	$124K	Buy	13,351 +139	+1%	+$1.34K	0.01%	572
2024 Q3	$129K	Buy	13,212 +2,095	+19%	+$19.7K	0.01%	555
2024 Q2	$102K	Buy	+11,117	New	+$102K	0.01%	542

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

Cornerstone Wealth Management's SPFF Position: Q1 2026 in Review

Cornerstone Wealth Management increased its Global X SuperIncome Preferred ETF (SPFF) stake by 22% in Q1 2026, buying an estimated $36.1K and bringing the position to 21,982 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #683.

Cornerstone Wealth Management first reported a position in SPFF in Q2 2024 and has held it in 8 quarters since. 46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

Cornerstone Wealth Management held 21,982 shares of Global X SuperIncome Preferred ETF worth $195K as of Q1 2026.
Cornerstone Wealth Management bought 3,893 Global X SuperIncome Preferred ETF shares in Q1 2026, an estimated $36.1K.
Global X SuperIncome Preferred ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q1 2026, its #683 holding.
Cornerstone Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q2 2024 and has held it in 8 quarters since.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.