PWM
SPFF icon

Perigon Wealth Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Perigon Wealth Management’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 		$1.02M Sell
115,186
-1,165
-1% -$10.8K 0.02% 531
2025
Q4 		$1.08M Sell
116,351
-1,676
-1% -$15.5K 0.02% 517
2025
Q3 		$1.09M Buy
118,027
+4,481
+4% +$41.4K 0.02% 486
2025
Q2 		$1.02M Sell
113,546
-1,228
-1% -$10.7K 0.02% 463
2025
Q1 		$1.03M Buy
114,774
+1,271
+1% +$11.8K 0.03% 445
2024
Q4 		$1.07M Buy
113,503
+1,883
+2% +$18.2K 0.03% 431
2024
Q3 		$1.09M Buy
111,620
+3,075
+3% +$28.9K 0.03% 412
2024
Q2 		$1,000K Buy
+108,545
New +$995K 0.03% 381

Other funds holding SPFF

LPL Financial
LPL Financial San Diego, California $376B 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 $564B 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 $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return