Arax Advisory Partners quarter change: USA Preferred Shares, Added
In preferred shares (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Arax Advisory Partners opened 6 positions, added to 3, reduced 1, sold out of 0 and left 1 unchanged. The largest increase in value was PFF (+$2,046,508); the largest decrease was PGF (-$14,761).
- PFF: Country of operation —; Class PFD AND INCM SEC; Shares 2026-03-31 19,995; Shares 2026-06-30 87,005.
- FPE: Country of operation —; Class PFD SECS INC ETF; Shares 2026-03-31 868,355; Shares 2026-06-30 894,648.
- PGX: Country of operation —; Class PFD ETF; Shares 2026-03-31 36,089; Shares 2026-06-30 76,106.
Two Form 13F-HR filings compared (SEC CIK 1586767): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-10). 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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