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

SHP 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 		$4.45K Hold
500
– – ﹤0.01% 1101
2025
Q4 		$4.66K Buy
+500
New +$4.64K ﹤0.01% 997

Other funds holding SPFF

LPL Financial
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
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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SHP Wealth Management's SPFF Position: Q1 2026 in Review

SHP Wealth Management held its Global X SuperIncome Preferred ETF (SPFF) position steady in Q1 2026 at 500 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

SHP Wealth Management first reported a position in SPFF in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.66K in Q4 2025. 46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

  • SHP Wealth Management held 500 shares of Global X SuperIncome Preferred ETF worth $4.45K as of Q1 2026.
  • SHP Wealth Management left its Global X SuperIncome Preferred ETF share count unchanged in Q1 2026.
  • Global X SuperIncome Preferred ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1101 holding.
  • SHP Wealth Management first reported a position in Global X SuperIncome Preferred ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Global X SuperIncome Preferred ETF position peaked at $4.66K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.