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 Q2	$1.19M	Buy	126,840 +11,654	+10%	+$110K	0.02%	539
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 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Perigon Wealth Management's SPFF Position: Q2 2026 in Review

Perigon Wealth Management increased its Global X SuperIncome Preferred ETF (SPFF) stake by 10% in Q2 2026, buying an estimated $110K and bringing the position to 126,840 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #539.

Perigon Wealth Management first reported a position in SPFF in Q2 2024 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold SPFF as of Q2 2026.

Perigon Wealth Management held 126,840 shares of Global X SuperIncome Preferred ETF worth $1.19M as of Q2 2026.
Perigon Wealth Management bought 11,654 Global X SuperIncome Preferred ETF shares in Q2 2026, an estimated $110K.
Global X SuperIncome Preferred ETF made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #539 holding.
Perigon Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q2 2024 and has held it in 9 quarters since.
42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.