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Ellis Investment Partners’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Ellis Investment Partners’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
Q1 		– Sell
-31,958
Closed -$296K – 247
2024
Q4 		$296K Buy
31,958
+155
+0.5% +$1.5K 0.06% 183
2024
Q3 		$310K Sell
31,803
-750
-2% -$7.05K 0.06% 183
2024
Q2 		$300K Buy
32,553
+495
+2% +$4.54K 0.06% 180
2024
Q1 		$303K Buy
32,058
+208
+0.7% +$1.95K 0.07% 176
2023
Q4 		$289K Buy
31,850
+2,121
+7% +$18.4K 0.07% 170
2023
Q3 		$261K Buy
29,729
+179
+0.6% +$1.59K 0.07% 173
2023
Q2 		$267K Buy
29,550
+188
+0.6% +$1.69K 0.07% 176
2023
Q1 		$275K Buy
29,362
+1,302
+5% +$12.9K 0.07% 171
2022
Q4 		$264K Buy
28,060
+3,373
+14% +$32.8K 0.07% 174
2022
Q3 		$244K Buy
24,687
+2,633
+12% +$27.3K 0.07% 169
2022
Q2 		$226K Buy
22,054
+380
+2% +$4K 0.06% 185
2022
Q1 		$241K Sell
21,674
-558
-3% -$6.28K 0.06% 192
2021
Q4 		$260K Buy
22,232
+2,245
+11% +$26.5K 0.06% 187
2021
Q3 		$239K Buy
19,987
+5,777
+41% +$69.4K 0.06% 187
2021
Q2 		$171K Buy
14,210
+4,874
+52% +$58.3K 0.04% 228
2021
Q1 		$111K Buy
9,336
+5,000
+115% +$58.9K 0.03% 277
2020
Q4 		$51K Hold
4,336
– – 0.02% 372
2020
Q3 		$48K Buy
+4,336
New +$47.6K 0.02% 371

Other funds holding SPFF

LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ellis Investment Partners's SPFF Position: Q1 2025 in Review

Ellis Investment Partners sold out of Global X SuperIncome Preferred ETF (SPFF) in Q1 2025, closing a stake of 31,958 shares — an estimated $296K sold.

Ellis Investment Partners first reported a position in SPFF in Q3 2020 and held it in 18 quarters. The position peaked at $310K in Q3 2024. 44 funds tracked by Wall St. Rank hold SPFF as of Q1 2025.

  • Ellis Investment Partners reported no remaining Global X SuperIncome Preferred ETF position as of Q1 2025 after selling out during the quarter.
  • Ellis Investment Partners sold 31,958 Global X SuperIncome Preferred ETF shares in Q1 2025, an estimated $296K.
  • Ellis Investment Partners first reported a position in Global X SuperIncome Preferred ETF in Q3 2020 and held it in 18 quarters.
  • Ellis Investment Partners's Global X SuperIncome Preferred ETF position peaked at $310K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2025.

Based on Ellis Investment Partners's 13F filing for Q1 2025, filed 22 Apr 2025.