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Synergy Investment Management’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Synergy Investment 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 		$39.4K Buy
4,197
+68
+2% +$639 0.01% 415
2026
Q1 		$36.7K Buy
+4,129
New +$38.2K 0.01% 322

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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Synergy Investment Management's SPFF Position: Q2 2026 in Review

Synergy Investment Management increased its Global X SuperIncome Preferred ETF (SPFF) stake by 1.6% in Q2 2026, buying an estimated $639 and bringing the position to 4,197 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #415.

Synergy Investment Management first reported a position in SPFF in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold SPFF as of Q2 2026.

  • Synergy Investment Management held 4,197 shares of Global X SuperIncome Preferred ETF worth $39.4K as of Q2 2026.
  • Synergy Investment Management bought 68 Global X SuperIncome Preferred ETF shares in Q2 2026, an estimated $639.
  • Global X SuperIncome Preferred ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #415 holding.
  • Synergy Investment Management first reported a position in Global X SuperIncome Preferred ETF in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.