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

Mountain Capital 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
2025 Q3	–	Sell	-12,716	Closed	-$114K	–	89
2025 Q2	$114K	Buy	12,716 +5	+0%	+$44	0.02%	66
2025 Q1	$111K	Buy	+12,711	New	+$118K	0.02%	59
2024 Q4	–	Sell	-12,228	Closed	-$119K	–	67
2024 Q3	$119K	Buy	12,228 +1,173	+11%	+$11K	0.03%	57
2024 Q2	$103K	Buy	11,055 +9	+0.1%	+$83	0.03%	47
2024 Q1	$103K	Buy	+11,046	New	+$104K	0.03%	45
2023 Q1	–	Sell	-10,321	Closed	-$103K	–	78
2022 Q4	$103K	Buy	+10,321	New	+$100K	0.05%	73

Other funds holding SPFF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mountain Capital Investment Advisors's SPFF Position: Q3 2025 in Review

Mountain Capital Investment Advisors sold out of Global X SuperIncome Preferred ETF (SPFF) in Q3 2025, closing a stake of 12,716 shares — an estimated $114K sold.

Mountain Capital Investment Advisors first reported a position in SPFF in Q4 2022 and held it in 6 quarters. The position peaked at $119K in Q3 2024. 48 funds tracked by Wall St. Rank hold SPFF as of Q3 2025.

Mountain Capital Investment Advisors reported no remaining Global X SuperIncome Preferred ETF position as of Q3 2025 after selling out during the quarter.
Mountain Capital Investment Advisors sold 12,716 Global X SuperIncome Preferred ETF shares in Q3 2025, an estimated $114K.
Mountain Capital Investment Advisors first reported a position in Global X SuperIncome Preferred ETF in Q4 2022 and held it in 6 quarters.
Mountain Capital Investment Advisors's Global X SuperIncome Preferred ETF position peaked at $119K in Q3 2024.
48 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q3 2025.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.