Abound Wealth Management historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 18 quarters from 2021-12-31 to 2026-06-30, Abound Wealth Management opened 3 positions, added to 5, reduced 5 and sold out of 4.
- Q2 2026: Stock PREF; Country of operation —; Class SPECTRUM PFD; Shares before 158.
- Q3 2025: Stock PGX; Country of operation —; Class PFD ETF; Shares before 2,972.
- Q3 2024: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 109.
- Q1 2023: Stock PGX; Country of operation —; Class PFD ETF; Shares before 144.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1950323), 18 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-08-08); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-08-08); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-08-08); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-08-08); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-08-07); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-08-07); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-08-07); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-08-12); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-08-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-03-31.
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