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Foundations Investment Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Foundations Investment 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 		$252K Buy
28,363
+2,299
+9% +$21.3K ﹤0.01% 980
2025
Q4 		$243K Sell
26,064
-1,790
-6% -$16.6K ﹤0.01% 981
2025
Q3 		$257K Buy
27,854
+1,935
+7% +$17.9K ﹤0.01% 915
2025
Q2 		$232K Buy
+25,919
New +$226K ﹤0.01% 829

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

Foundations Investment Advisors's SPFF Position: Q1 2026 in Review

Foundations Investment Advisors increased its Global X SuperIncome Preferred ETF (SPFF) stake by 8.8% in Q1 2026, buying an estimated $21.3K and bringing the position to 28,363 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Foundations Investment Advisors first reported a position in SPFF in Q2 2025 and has held it in 4 quarters since. The position peaked at $257K in Q3 2025. 46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

  • Foundations Investment Advisors held 28,363 shares of Global X SuperIncome Preferred ETF worth $252K as of Q1 2026.
  • Foundations Investment Advisors bought 2,299 Global X SuperIncome Preferred ETF shares in Q1 2026, an estimated $21.3K.
  • Global X SuperIncome Preferred ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #980 holding.
  • Foundations Investment Advisors first reported a position in Global X SuperIncome Preferred ETF in Q2 2025 and has held it in 4 quarters since.
  • Foundations Investment Advisors's Global X SuperIncome Preferred ETF position peaked at $257K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.