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 Q1	$36.7K	Buy	+4,129	New	+$38.2K	0.01%	322

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

Synergy Investment Management's SPFF Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Global X SuperIncome Preferred ETF (SPFF) in Q1 2026: 4,129 shares worth $36.7K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings.

46 funds tracked by Wall St. Rank hold SPFF as of Q1 2026.

Synergy Investment Management held 4,129 shares of Global X SuperIncome Preferred ETF worth $36.7K as of Q1 2026.
Global X SuperIncome Preferred ETF was a new Synergy Investment Management position in Q1 2026.
Global X SuperIncome Preferred ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #322 holding.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.