FGA
SPFF icon

Fortis Group Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Fortis Group 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
Q1 		$4.45K Hold
500
– – ﹤0.01% 443
2025
Q4 		$4.66K Hold
500
– – ﹤0.01% 438
2025
Q3 		$4.62K Hold
500
– – ﹤0.01% 397
2025
Q2 		$4.49K Hold
500
– – ﹤0.01% 396
2025
Q1 		$4.48K Hold
500
– – ﹤0.01% 362
2024
Q4 		$4.63K Hold
500
– – ﹤0.01% 370
2024
Q3 		$4.87K Hold
500
– – ﹤0.01% 358
2024
Q2 		$4.61K Hold
500
– – ﹤0.01% 359
2024
Q1 		$4.73K Sell
500
-500
-50% -$4.68K ﹤0.01% 374
2023
Q4 		$9.08K Buy
1,000
+500
+100% +$4.34K ﹤0.01% 304
2023
Q3 		$4.39K Buy
+500
New +$4.46K ﹤0.01% 298
2020
Q3 		$5K Buy
+500
New +$5.49K ﹤0.01% 342

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return