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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings's SPFF Position: Q1 2026 in Review

Osaic Holdings increased its Global X SuperIncome Preferred ETF (SPFF) stake by 19% in Q1 2026, buying an estimated $38.4K and bringing the position to 26,042 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #4029.

Osaic Holdings first reported a position in SPFF in Q1 2020 and has held it in 25 quarters since. The position peaked at $559K in Q3 2023. 46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

Osaic Holdings held 26,042 shares of Global X SuperIncome Preferred ETF worth $232K as of Q1 2026.
Osaic Holdings bought 4,145 Global X SuperIncome Preferred ETF shares in Q1 2026, an estimated $38.4K.
Global X SuperIncome Preferred ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4029 holding.
Osaic Holdings first reported a position in Global X SuperIncome Preferred ETF in Q1 2020 and has held it in 25 quarters since.
Osaic Holdings's Global X SuperIncome Preferred ETF position peaked at $559K in Q3 2023.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.