RE Dickinson Investment Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

RE Dickinson Investment Advisors’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
2024 Q4	$100	Buy	+7	New	+$68	﹤0.01%	301

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

RE Dickinson Investment Advisors's SPFF Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Global X SuperIncome Preferred ETF (SPFF) in Q4 2024: 7 shares worth $100. The stake represents ﹤0.01% of the portfolio and ranks #301 among its holdings.

44 funds tracked by Wall St. Rank hold SPFF as of Q4 2024.

RE Dickinson Investment Advisors held 7 shares of Global X SuperIncome Preferred ETF worth $100 as of Q4 2024.
Global X SuperIncome Preferred ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
Global X SuperIncome Preferred ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #301 holding.
44 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.