Pinnacle Associates’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Pinnacle Associates’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	$90.9K	Sell	10,228 -3,500	-25%	-$32.4K	﹤0.01%	941
2025 Q4	$128K	Sell	13,728 -500	-4%	-$4.64K	﹤0.01%	913
2025 Q3	$131K	Buy	14,228 +300	+2%	+$2.77K	﹤0.01%	847
2025 Q2	$125K	Hold	13,928	–	–	﹤0.01%	829
2025 Q1	$125K	Hold	13,928	–	–	﹤0.01%	807
2024 Q4	$129K	Hold	13,928	–	–	﹤0.01%	817
2024 Q3	$126K	Hold	13,928	–	–	﹤0.01%	781
2024 Q2	$128K	Hold	13,928	–	–	﹤0.01%	791
2024 Q1	$132K	Hold	13,928	–	–	﹤0.01%	810
2023 Q4	$126K	Hold	13,928	–	–	﹤0.01%	794
2023 Q3	$122K	Sell	13,928 -2,000	-13%	-$17.8K	﹤0.01%	779
2023 Q2	$144K	Sell	15,928 -25,650	-62%	-$231K	﹤0.01%	776
2023 Q1	$390K	Sell	41,578 -1,000	-2%	-$9.9K	0.01%	567
2022 Q4	$401K	Sell	42,578 -2,000	-4%	-$19.4K	0.01%	548
2022 Q3	$441K	Hold	44,578	–	–	0.01%	517
2022 Q2	$458K	Sell	44,578 -1,000	-2%	-$10.5K	0.01%	532
2022 Q1	$508K	Hold	45,578	–	–	0.01%	558
2021 Q4	$534K	Buy	45,578 +20,700	+83%	+$244K	0.01%	554
2021 Q3	$298K	Hold	24,878	–	–	0.01%	649
2021 Q2	$300K	Hold	24,878	–	–	0.01%	650
2021 Q1	$296K	Hold	24,878	–	–	0.01%	627
2020 Q4	$294K	Sell	24,878 -2,650	-10%	-$30.4K	0.01%	597
2020 Q3	$305K	Sell	27,528 -500	-2%	-$5.49K	0.01%	554
2020 Q2	$295K	Hold	28,028	–	–	0.01%	562
2020 Q1	$270K	Sell	28,028 -2,150	-7%	-$24K	0.01%	566
2019 Q4	$354K	Sell	30,178 -1,010	-3%	-$11.8K	0.01%	578
2019 Q3	$366K	Sell	31,188 -1,430	-4%	-$16.7K	0.01%	579
2019 Q2	$379K	Hold	32,618	–	–	0.01%	572
2019 Q1	$379K	Sell	32,618 -2,250	-6%	-$25.9K	0.01%	569
2018 Q4	$385K	Sell	34,868 -200	-0.6%	-$2.27K	0.01%	549
2018 Q3	$418K	Sell	35,068 -1,600	-4%	-$19.1K	0.01%	542
2018 Q2	$437K	Sell	36,668 -3,796	-9%	-$44.9K	0.01%	529
2018 Q1	$481K	Buy	40,464 +13	+0%	+$156	0.01%	516
2017 Q4	$492K	Sell	40,451 -4,342	-10%	-$53.6K	0.01%	499
2017 Q3	$568K	Sell	44,793 -400	-0.9%	-$5.09K	0.01%	487
2017 Q2	$580K	Sell	45,193 -210	-0.5%	-$2.71K	0.01%	482
2017 Q1	$594K	Sell	45,403 -1,200	-3%	-$15.7K	0.01%	477
2016 Q4	$597K	Sell	46,603 -1,380	-3%	-$17.9K	0.01%	464
2016 Q3	$646K	Buy	47,983 +225	+0.5%	+$3.06K	0.01%	434
2016 Q2	$648K	Sell	47,758 -1,740	-4%	-$23.4K	0.01%	433
2016 Q1	$658K	Sell	49,498 -3,064	-6%	-$39.5K	0.01%	418
2015 Q4	$691K	Sell	52,562 -13,237	-20%	-$177K	0.01%	418
2015 Q3	$884K	Sell	65,799 -2,597	-4%	-$36K	0.02%	370
2015 Q2	$966K	Buy	68,396 +3,403	+5%	+$49.2K	0.02%	385
2015 Q1	$953K	Buy	64,993 +3,365	+5%	+$49.2K	0.02%	376
2014 Q4	$896K	Buy	61,628 +17,008	+38%	+$250K	0.02%	382
2014 Q3	$663K	Buy	44,620 +10,720	+32%	+$160K	0.01%	417
2014 Q2	$512K	Buy	+33,900	New	+$509K	0.01%	460

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

Pinnacle Associates's SPFF Position: Q1 2026 in Review

Pinnacle Associates reduced its Global X SuperIncome Preferred ETF (SPFF) stake by 25% in Q1 2026, selling an estimated $32.4K and leaving 10,228 shares worth $90.9K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Pinnacle Associates first reported a position in SPFF in Q2 2014 and has held it in 48 quarters since. The position peaked at $966K in Q2 2015. 46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

Pinnacle Associates held 10,228 shares of Global X SuperIncome Preferred ETF worth $90.9K as of Q1 2026.
Pinnacle Associates sold 3,500 Global X SuperIncome Preferred ETF shares in Q1 2026, an estimated $32.4K.
Global X SuperIncome Preferred ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #941 holding.
Pinnacle Associates first reported a position in Global X SuperIncome Preferred ETF in Q2 2014 and has held it in 48 quarters since.
Pinnacle Associates's Global X SuperIncome Preferred ETF position peaked at $966K in Q2 2015.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.