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 Q2	$4.69K	Hold	500	–	–	﹤0.01%	454
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 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 $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Fortis Group Advisors's SPFF Position: Q2 2026 in Review

Fortis Group Advisors held its Global X SuperIncome Preferred ETF (SPFF) position steady in Q2 2026 at 500 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Fortis Group Advisors first reported a position in SPFF in Q3 2020 and has held it in 13 quarters since. The position peaked at $9.08K in Q4 2023. 42 funds tracked by Wall St. Rank hold SPFF as of Q2 2026.

Fortis Group Advisors held 500 shares of Global X SuperIncome Preferred ETF worth $4.69K as of Q2 2026.
Fortis Group Advisors left its Global X SuperIncome Preferred ETF share count unchanged in Q2 2026.
Global X SuperIncome Preferred ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #454 holding.
Fortis Group Advisors first reported a position in Global X SuperIncome Preferred ETF in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Global X SuperIncome Preferred ETF position peaked at $9.08K in Q4 2023.
42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.