Apella Capital, LLC quarter change: USA Preferred Shares, Reduced
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Apella Capital, LLC opened 0 positions, added to 1, reduced 6, sold out of 0 and left 0 unchanged. The largest increase in value was VRP (+$54,886); the largest decrease was PFFD (-$509,894).
- PFFD: Country of operation —; Class US PFD ETF; Shares 2026-03-31 283,436; Shares 2026-06-30 260,807.
- PFF: Country of operation —; Class PFD AND INCM SEC; Shares 2026-03-31 141,859; Shares 2026-06-30 138,534.
- PFXF: Country of operation —; Class PREFERRED SECURT; Shares 2026-03-31 247,993; Shares 2026-06-30 243,819.
- WELLS FARGO & CO: Country of operation United States; Class PERP PFD CNV A; Shares 2026-03-31 1,231; Shares 2026-06-30 1,219.
Two Form 13F-HR filings compared (SEC CIK 1801507): 2026-03-31 (filed 2026-04-20) and 2026-06-30 (filed 2026-07-08). 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; share change is the position change.
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