Transcend Capital Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Transcend Capital 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
2025 Q4	–	Sell	-19,017	Closed	-$176K	–	760
2025 Q3	$176K	Hold	19,017	–	–	0.01%	673
2025 Q2	$171K	Hold	19,017	–	–	0.01%	595
2025 Q1	$170K	Hold	19,017	–	–	0.01%	580
2024 Q4	$176K	Hold	19,017	–	–	0.01%	547
2024 Q3	$185K	Hold	19,017	–	–	0.01%	587
2024 Q2	$175K	Hold	19,017	–	–	0.01%	569
2024 Q1	$180K	Hold	19,017	–	–	0.01%	505
2023 Q4	$173K	Hold	19,017	–	–	0.02%	477
2023 Q3	$167K	Sell	19,017 -1,313	-6%	-$11.7K	0.02%	460
2023 Q2	$184K	Buy	20,330 +276	+1%	+$2.48K	0.02%	460
2023 Q1	$188K	Buy	20,054 +1,037	+5%	+$10.3K	0.02%	452
2022 Q4	$179K	Hold	19,017	–	–	0.02%	460
2022 Q3	$188K	Hold	19,017	–	–	0.02%	446
2022 Q2	$196K	Buy	+19,017	New	+$200K	0.02%	465

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

PWM

Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Transcend Capital Advisors's SPFF Position: Q4 2025 in Review

Transcend Capital Advisors sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2025, closing a stake of 19,017 shares — an estimated $176K sold.

Transcend Capital Advisors first reported a position in SPFF in Q2 2022 and held it in 14 quarters. The position peaked at $196K in Q2 2022. 46 funds tracked by Wall St. Rank hold SPFF as of Q4 2025.

Transcend Capital Advisors reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2025 after selling out during the quarter.
Transcend Capital Advisors sold 19,017 Global X SuperIncome Preferred ETF shares in Q4 2025, an estimated $176K.
Transcend Capital Advisors first reported a position in Global X SuperIncome Preferred ETF in Q2 2022 and held it in 14 quarters.
Transcend Capital Advisors's Global X SuperIncome Preferred ETF position peaked at $196K in Q2 2022.
46 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2025.

Based on Transcend Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.