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 Q2	–	Sell	-28,363	Closed	-$252K	–	1296
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 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

Foundations Investment Advisors's SPFF Position: Q2 2026 in Review

Foundations Investment Advisors sold out of Global X SuperIncome Preferred ETF (SPFF) in Q2 2026, closing a stake of 28,363 shares — an estimated $252K sold.

Foundations Investment Advisors first reported a position in SPFF in Q2 2025 and held it in 4 quarters. The position peaked at $257K in Q3 2025. 42 funds tracked by Wall St. Rank hold SPFF as of Q2 2026.

Foundations Investment Advisors reported no remaining Global X SuperIncome Preferred ETF position as of Q2 2026 after selling out during the quarter.
Foundations Investment Advisors sold 28,363 Global X SuperIncome Preferred ETF shares in Q2 2026, an estimated $252K.
Foundations Investment Advisors first reported a position in Global X SuperIncome Preferred ETF in Q2 2025 and held it in 4 quarters.
Foundations Investment Advisors's Global X SuperIncome Preferred ETF position peaked at $257K in Q3 2025.
42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.