Osaic Holdings’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Osaic Holdings’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	$235K	Sell	25,075 -967	-4%	-$9.09K	﹤0.01%	4296
2026 Q1	$232K	Buy	26,042 +4,145	+19%	+$38.4K	﹤0.01%	4029
2025 Q4	$204K	Buy	21,897 +11,538	+111%	+$107K	﹤0.01%	4142
2025 Q3	$95.6K	Buy	10,359 +5,497	+113%	+$50.8K	﹤0.01%	4825
2025 Q2	$43.6K	Sell	4,862 -2,630	-35%	-$23K	﹤0.01%	5154
2025 Q1	$67.2K	Sell	7,492 -10,835	-59%	-$100K	﹤0.01%	4483
2024 Q4	$170K	Buy	18,327 +7,990	+77%	+$77.1K	﹤0.01%	3745
2024 Q3	$101K	Sell	10,337 -745	-7%	-$7.01K	﹤0.01%	4215
2024 Q2	$102K	Sell	11,082 -38,783	-78%	-$356K	﹤0.01%	4128
2024 Q1	$472K	Sell	49,865 -7,728	-13%	-$72.4K	﹤0.01%	2981
2023 Q4	$523K	Sell	57,593 -6,024	-9%	-$52.3K	﹤0.01%	3140
2023 Q3	$559K	Buy	63,617 +48,377	+317%	+$431K	﹤0.01%	3152
2023 Q2	$138K	Sell	15,240 -339	-2%	-$3.05K	﹤0.01%	4194
2023 Q1	$146K	Buy	15,579 +7,196	+86%	+$71.2K	﹤0.01%	4117
2022 Q4	$78.7K	Buy	8,383 +1,008	+14%	+$9.8K	﹤0.01%	4625
2022 Q3	$73K	Buy	7,375 +3,024	+70%	+$31.3K	﹤0.01%	4617
2022 Q2	$44K	Buy	4,351 +966	+29%	+$10.2K	﹤0.01%	5058
2022 Q1	$37K	Sell	3,385 -9,942	-75%	-$112K	﹤0.01%	5309
2021 Q4	$157K	Sell	13,327 -21,078	-61%	-$248K	﹤0.01%	4181
2021 Q3	$412K	Buy	34,405 +53	+0.2%	+$637	﹤0.01%	3240
2021 Q2	$415K	Sell	34,352 -5,146	-13%	-$61.5K	﹤0.01%	3212
2021 Q1	$471K	Buy	39,498 +855	+2%	+$10.1K	﹤0.01%	2916
2020 Q4	$455K	Sell	38,643 -5,445	-12%	-$62.4K	﹤0.01%	2744
2020 Q3	$488K	Buy	44,088 +10,614	+32%	+$117K	﹤0.01%	2442
2020 Q2	$353K	Sell	33,474 -8,532	-20%	-$88.9K	﹤0.01%	2640
2020 Q1	$405K	Buy	+42,006	New	+$469K	﹤0.01%	2274

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

Osaic Holdings's SPFF Position: Q2 2026 in Review

Osaic Holdings reduced its Global X SuperIncome Preferred ETF (SPFF) stake by 3.7% in Q2 2026, selling an estimated $9.09K and leaving 25,075 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #4296.

Osaic Holdings first reported a position in SPFF in Q1 2020 and has held it in 26 quarters since. The position peaked at $559K in Q3 2023. 42 funds tracked by Wall St. Rank hold SPFF as of Q2 2026.

Osaic Holdings held 25,075 shares of Global X SuperIncome Preferred ETF worth $235K as of Q2 2026.
Osaic Holdings sold 967 Global X SuperIncome Preferred ETF shares in Q2 2026, an estimated $9.09K.
Global X SuperIncome Preferred ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4296 holding.
Osaic Holdings first reported a position in Global X SuperIncome Preferred ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's Global X SuperIncome Preferred ETF position peaked at $559K in Q3 2023.
42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.