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Americana Partners, LLC Historic Quarter Change: USA Preferred Shares, Reduced

Americana Partners, LLC historic quarter change: USA Preferred Shares, Reduced

In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Americana Partners, LLC opened 1 positions, added to 4, reduced 3 and sold out of 1.

  • Q4 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 9,154.
  • Q3 2025: Stock PFF; Country of operation —; Class PFD AND INCM SEC; Shares before 9,629.
  • Q2 2024: Stock FPE; Country of operation —; Class PFD SECS INC ETF; Shares before 21,026.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1797678), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-31); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-28); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-30); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). 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 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2025PFF
ISHARES TR
PFD AND INCM SEC9,1548,305-849$289,449$257,123-$32,3262026-02-06
Q3 2025PFF
ISHARES TR
PFD AND INCM SEC9,6299,154-475$295,418$289,449-$5,9692025-10-29
Q2 2024FPE
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF21,02616,416-4,610$364,162$284,982-$79,1802024-07-30

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